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
301
$710K 0.05%
16,113
-562
302
$710K 0.05%
4,919
+453
303
$707K 0.05%
3,947
+399
304
$699K 0.05%
12,027
+1,202
305
$698K 0.05%
9,124
-321
306
$689K 0.05%
13,483
+102
307
$688K 0.05%
4,930
+472
308
$681K 0.05%
4,005
+427
309
$681K 0.05%
6,856
+778
310
$673K 0.05%
7,326
-158
311
$671K 0.05%
4,776
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312
$669K 0.05%
20,591
+196
313
$669K 0.05%
5,287
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314
$667K 0.05%
36,041
+273
315
$664K 0.05%
8,869
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316
$661K 0.05%
17,517
+1,776
317
$661K 0.05%
2,587
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318
$660K 0.05%
2,625
-32
319
$659K 0.05%
3,947
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320
$658K 0.05%
6,188
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321
$655K 0.05%
14,156
+1,480
322
$651K 0.05%
8,606
+801
323
$641K 0.05%
3,187
-221
324
$639K 0.05%
18,698
+1,806
325
$638K 0.05%
3,150
+273
11 12
13
14 15