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
276
$813K 0.06%
21,969
+2,383
277
$811K 0.06%
19,989
+1,411
278
$810K 0.06%
9,332
+739
279
$808K 0.06%
12,070
+933
280
$808K 0.06%
7,197
+659
281
$801K 0.06%
7,529
+608
282
$800K 0.06%
11,285
+813
283
$800K 0.06%
6,047
+638
284
$800K 0.06%
6,458
+668
285
$797K 0.06%
22,383
-6,665
286
$789K 0.06%
19,440
+1,630
287
$784K 0.06%
45,133
+4,335
288
$780K 0.06%
7,520
+3,028
289
$778K 0.06%
+6,636
290
$774K 0.06%
8,448
+787
291
$772K 0.06%
7,198
+584
292
$771K 0.06%
4,210
+399
293
$763K 0.06%
8,206
+1,561
294
$762K 0.06%
2,495
+229
295
$741K 0.05%
5,014
+494
296
$738K 0.05%
+6,707
297
$737K 0.05%
5,518
+553
298
$725K 0.05%
1,815
+138
299
$720K 0.05%
6,864
+52
300
$719K 0.05%
8,839
+6,160
10 11
12
13 14