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
$1.36B
AUM Growth
+$70.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$7.81M
2
+$7.75M
3
+$4.3M
4
NVDA icon
NVIDIA
NVDA
+$3.85M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.72M

Top Sells

1
+$511K
2
+$505K
3
+$504K
4
CLF icon
Cleveland-Cliffs
CLF
+$464K
5
HUN icon
Huntsman Corp
HUN
+$417K

Sector Composition

1 Technology 24.76%
2 Healthcare 11.94%
3 Financials 9.83%
4 Consumer Discretionary 9.26%
5 Communication Services 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.08M 0.08%
39,646
+3,916
227
$1.08M 0.08%
2,435
+220
228
$1.08M 0.08%
40,394
+1,441
229
$1.08M 0.08%
22,660
+1,317
230
$1.08M 0.08%
1,555
+162
231
$1.07M 0.08%
18,757
+1,815
232
$1.07M 0.08%
30,273
+3,285
233
$1.07M 0.08%
9,592
+738
234
$1.06M 0.08%
8,195
+811
235
$1.05M 0.08%
4,005
+13
236
$1.05M 0.08%
23,410
+1,828
237
$1.04M 0.08%
7,618
+3,402
238
$1.03M 0.08%
12,076
+1,165
239
$1.03M 0.08%
30,223
+167
240
$1.02M 0.08%
7,175
+643
241
$1.02M 0.07%
29,503
+1,627
242
$1.02M 0.07%
5,077
+497
243
$1.01M 0.07%
35,340
244
$1.01M 0.07%
24,627
-9,717
245
$1.01M 0.07%
27,335
+2,513
246
$991K 0.07%
17,418
+1,654
247
$984K 0.07%
2,506
+1,622
248
$974K 0.07%
6,528
+3,119
249
$971K 0.07%
5,395
+578
250
$971K 0.07%
37,355
+2,947
8 9
10
11 12