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
276
$991K 0.06%
101
+4
277
$990K 0.06%
89,219
+388
278
$988K 0.06%
41,259
+642
279
$986K 0.06%
7,299
+207
280
$984K 0.06%
15,115
+583
281
$983K 0.06%
5,070
+101
282
$982K 0.06%
8,889
+148
283
$982K 0.06%
25,952
+384
284
$979K 0.06%
5,103
+102
285
$973K 0.06%
18,397
+79
286
$965K 0.06%
24,134
+95
287
$959K 0.06%
6,560
+148
288
$950K 0.06%
5,334
+137
289
$950K 0.06%
12,030
+266
290
$949K 0.06%
6,128
291
$946K 0.06%
5,950
+119
292
$945K 0.06%
9,222
+161
293
$943K 0.06%
14,332
+330
294
$933K 0.05%
4,864
+100
295
$912K 0.05%
25,987
+653
296
$912K 0.05%
7,383
+136
297
$911K 0.05%
44,509
+925
298
$909K 0.05%
9,292
+41
299
$898K 0.05%
12,295
+459
300
$896K 0.05%
6,981
+158
10 11
12
13 14