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
301
$832K 0.05%
7,822
-541
302
$831K 0.05%
+4,674
303
$829K 0.05%
1,657
+3
304
$828K 0.05%
6,412
-336
305
$822K 0.05%
11,110
-1,255
306
$821K 0.05%
10,073
-726
307
$816K 0.05%
25,334
-1,279
308
$806K 0.05%
14,070
-827
309
$797K 0.05%
5,831
-479
310
$792K 0.05%
18,048
311
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5,197
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312
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14,532
-1,921
313
$777K 0.05%
2,359
-147
314
$777K 0.05%
25,568
+18,563
315
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7,199
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316
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317
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3,868
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318
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6,152
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319
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6,823
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320
$749K 0.05%
14,002
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321
$736K 0.05%
97
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322
$734K 0.05%
4,723
-294
323
$722K 0.05%
15,295
-1,844
324
$713K 0.04%
11,836
-489
325
$708K 0.04%
7,441
-492
11 12
13
14 15