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
301
$894K 0.05%
6,470
+29
302
$883K 0.05%
8,435
+195
303
$877K 0.05%
1,663
+6
304
$863K 0.05%
19,372
+72
305
$850K 0.05%
3,955
+87
306
$848K 0.05%
18,050
+2
307
$847K 0.05%
7,780
+159
308
$846K 0.05%
12,619
+364
309
$846K 0.05%
6,707
+167
310
$843K 0.05%
25,485
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311
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7,533
+170
312
$835K 0.05%
4,309
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313
$822K 0.05%
4,946
+38
314
$819K 0.05%
12,039
+267
315
$809K 0.05%
18,234
+343
316
$806K 0.05%
20,602
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317
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7,679
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318
$798K 0.05%
8,001
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319
$787K 0.05%
7,678
320
$783K 0.05%
1,342
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321
$780K 0.05%
2,493
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322
$777K 0.05%
8,880
+192
323
$775K 0.05%
7,180
+156
324
$773K 0.05%
15,499
+204
325
$771K 0.04%
6,293
+141
11 12
13
14 15