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
$569M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$394K

Sector Composition

1 Technology 15.44%
2 Consumer Discretionary 12.01%
3 Healthcare 10.13%
4 Industrials 9.37%
5 Financials 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$234K 0.04%
3,719
302
$232K 0.04%
2,248
303
$232K 0.04%
3,279
304
$226K 0.04%
1,483
305
$224K 0.04%
6,471
306
$220K 0.04%
1,061
307
$217K 0.04%
2,487
308
$216K 0.04%
7,648
309
$212K 0.04%
2,876
310
$210K 0.04%
1,587
311
$210K 0.04%
5,635
312
$210K 0.04%
1,428
313
$209K 0.04%
3,329
314
$209K 0.04%
767
315
$208K 0.04%
2,159
316
$206K 0.04%
6,451
317
$204K 0.04%
2,300
318
$202K 0.04%
1,154
319
$201K 0.04%
2,158
320
$201K 0.04%
983
321
$200K 0.04%
5,772
322
$166K 0.03%
10,126
323
$162K 0.03%
10,049
324
$161K 0.03%
13,564
325
$133K 0.02%
10,508