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
$1.72B
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
505
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$2.24M
3
+$1.9M
4
AMZN icon
Amazon
AMZN
+$1.31M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.29M

Top Sells

1
+$422K
2
+$262K
3
+$214K
4
J icon
Jacobs Solutions
J
+$99.5K
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$64.1K

Sector Composition

1 Technology 30.22%
2 Healthcare 11.33%
3 Financials 10.64%
4 Consumer Discretionary 9.98%
5 Communication Services 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.31M 0.08%
13,115
+265
227
$1.31M 0.08%
8,174
+728
228
$1.31M 0.08%
5,704
+64
229
$1.3M 0.08%
12,587
+47
230
$1.28M 0.07%
13,057
+296
231
$1.28M 0.07%
9,433
+199
232
$1.28M 0.07%
36,978
233
$1.27M 0.07%
8,854
+137
234
$1.27M 0.07%
10,787
+192
235
$1.27M 0.07%
9,019
+157
236
$1.27M 0.07%
13,480
+385
237
$1.26M 0.07%
22,128
+262
238
$1.26M 0.07%
24,495
+330
239
$1.26M 0.07%
55,961
240
$1.26M 0.07%
3,231
+42
241
$1.25M 0.07%
11,963
+249
242
$1.24M 0.07%
5,499
+114
243
$1.24M 0.07%
4,205
+88
244
$1.23M 0.07%
26,907
+1,431
245
$1.23M 0.07%
18,802
+407
246
$1.22M 0.07%
5,009
+99
247
$1.22M 0.07%
11,638
+55
248
$1.2M 0.07%
6,796
+26
249
$1.2M 0.07%
26,563
+597
250
$1.2M 0.07%
3,700
+60
8 9
10
11 12