ECM

Empirical Capital Management Portfolio holdings

AUM $152M
1-Year Est. Return 47.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+47.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$3.37M
3
+$2.46M
4
RBLX icon
Roblox
RBLX
+$1.53M
5
FDX icon
FedEx
FDX
+$1.29M

Top Sells

1
+$4.19M
2
+$2.96M
3
+$2.71M
4
WEN icon
Wendy's
WEN
+$2.19M
5
LUV icon
Southwest Airlines
LUV
+$2.1M

Sector Composition

1 Consumer Discretionary 40.94%
2 Communication Services 22.07%
3 Consumer Staples 16.62%
4 Technology 9.44%
5 Industrials 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-40,000
27
– –
-100,000
28
– –
-10,000
1
2