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
$147M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
689
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 11.91%
2 Technology 5.15%
3 Consumer Staples 3.96%
4 Industrials 3.72%
5 Healthcare 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$14K 0.01%
+1,098
302
$14K 0.01%
+156
303
$14K 0.01%
+102
304
$14K 0.01%
+417
305
$14K 0.01%
+540
306
$13K 0.01%
+321
307
$13K 0.01%
+583
308
$13K 0.01%
+141
309
$13K 0.01%
+124
310
$13K 0.01%
+129
311
$13K 0.01%
+518
312
$13K 0.01%
+231
313
$13K 0.01%
+249
314
$13K 0.01%
+176
315
$13K 0.01%
+258
316
$13K 0.01%
+669
317
$13K 0.01%
+201
318
$13K 0.01%
+204
319
$13K 0.01%
+153
320
$13K 0.01%
+275
321
$13K 0.01%
+84
322
$13K 0.01%
+381
323
$13K 0.01%
+789
324
$13K 0.01%
+235
325
$13K 0.01%
+557