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
$1.6B
AUM Growth
-$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$1.44M
3
+$831K
4
CROX icon
Crocs
CROX
+$679K
5
THC icon
Tenet Healthcare
THC
+$653K

Top Sells

1
+$8.77M
2
+$2.64M
3
+$2.62M
4
MSFT icon
Microsoft
MSFT
+$2.48M
5
GE icon
GE Aerospace
GE
+$1.97M

Sector Composition

1 Technology 31.07%
2 Healthcare 11.23%
3 Financials 10.16%
4 Communication Services 9.75%
5 Consumer Discretionary 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.19M 0.07%
28,392
-1,509
227
$1.19M 0.07%
21,410
-258
228
$1.18M 0.07%
11,583
+217
229
$1.18M 0.07%
13,169
+5,708
230
$1.18M 0.07%
6,770
-884
231
$1.17M 0.07%
17,263
-1,434
232
$1.17M 0.07%
55,961
+5,787
233
$1.16M 0.07%
5,811
-3,629
234
$1.16M 0.07%
8,862
-911
235
$1.16M 0.07%
12,761
-794
236
$1.16M 0.07%
33,452
-2,172
237
$1.15M 0.07%
4,969
-374
238
$1.14M 0.07%
2,102
-155
239
$1.12M 0.07%
22,510
-1,754
240
$1.12M 0.07%
12,540
+6,048
241
$1.12M 0.07%
4,511
-296
242
$1.11M 0.07%
18,408
-1,548
243
$1.1M 0.07%
52,751
-8,772
244
$1.09M 0.07%
3,640
-434
245
$1.08M 0.07%
40,617
-19,751
246
$1.08M 0.07%
25,476
-2,144
247
$1.07M 0.07%
3,882
-266
248
$1.07M 0.07%
10,595
-1,033
249
$1.06M 0.07%
21,866
-482
250
$1.06M 0.07%
30,175
-1,717
8 9
10
11 12