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
276
$945K 0.06%
5,978
-478
277
$940K 0.06%
4,910
-322
278
$937K 0.06%
32,200
+18,160
279
$935K 0.06%
10,491
-1,011
280
$933K 0.06%
7,247
-673
281
$923K 0.06%
43,584
-3,337
282
$920K 0.06%
12,818
-878
283
$919K 0.06%
5,001
-302
284
$915K 0.06%
19,880
-1,743
285
$906K 0.06%
30,775
+6,508
286
$905K 0.06%
9,251
+5,310
287
$900K 0.06%
88,831
+23,958
288
$879K 0.05%
7,621
-555
289
$876K 0.05%
9,061
-835
290
$872K 0.05%
11,764
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291
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292
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2,926
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293
$865K 0.05%
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294
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295
$859K 0.05%
8,741
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296
$854K 0.05%
8,240
-563
297
$847K 0.05%
6,540
-146
298
$843K 0.05%
23,108
-1,658
299
$836K 0.05%
10,655
-734
300
$832K 0.05%
24,216
-1,146
10 11
12
13 14