EF

Empirical Finance Portfolio holdings

AUM $1.91B
1-Year Est. Return 20.92%
This Quarter Est. Return
1 Year Est. Return
+20.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$843M
AUM Growth
+$58.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
502
New
Increased
Reduced
Closed

Top Buys

1 +$8.5M
2 +$7.05M
3 +$4.05M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$3.17M
5
TSLA icon
Tesla
TSLA
+$2.74M

Sector Composition

1 Technology 20.16%
2 Healthcare 12.79%
3 Financials 10.37%
4 Consumer Discretionary 9.41%
5 Industrials 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$720K 0.09%
32,705
227
$719K 0.09%
20,224
+3,389
228
$718K 0.09%
8,376
+1,403
229
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$701K 0.08%
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231
$698K 0.08%
15,589
+8,279
232
$697K 0.08%
5,124
+831
233
$694K 0.08%
3,740
+618
234
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8,608
+1,587
235
$692K 0.08%
12,308
+2,016
236
$689K 0.08%
13,668
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237
$689K 0.08%
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$687K 0.08%
7,679
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239
$685K 0.08%
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19,556
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2,054
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$661K 0.08%
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248
$660K 0.08%
2,873
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249
$659K 0.08%
12,242
+2,009
250
$659K 0.08%
22,640
+12,685