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
251
$1.05M 0.07%
11,714
-876
252
$1.05M 0.07%
748
-74
253
$1.04M 0.07%
3,994
+2,050
254
$1.04M 0.07%
5,640
+3,185
255
$1.04M 0.06%
24,039
+12,326
256
$1.03M 0.06%
5,830
-462
257
$1.03M 0.06%
19,300
+228
258
$1.03M 0.06%
8,511
+4,789
259
$1.02M 0.06%
21,593
-1,299
260
$1.02M 0.06%
13,095
-523
261
$1.02M 0.06%
7,446
-532
262
$1.01M 0.06%
25,966
-1,839
263
$1.01M 0.06%
18,675
-1,520
264
$1.01M 0.06%
7,615
-604
265
$1M 0.06%
18,318
+10,227
266
$1M 0.06%
7,976
-552
267
$998K 0.06%
4,117
-275
268
$998K 0.06%
12,850
-756
269
$983K 0.06%
8,279
-696
270
$982K 0.06%
18,395
-1,183
271
$981K 0.06%
6,441
+3,709
272
$972K 0.06%
4,342
-327
273
$967K 0.06%
1,177
-74
274
$962K 0.06%
7,092
-326
275
$951K 0.06%
20,065
-9,838
9 10
11
12 13