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
326
$13K 0.01%
+516
327
$13K 0.01%
+385
328
$13K 0.01%
+192
329
$12K 0.01%
+75
330
$12K 0.01%
+600
331
$12K 0.01%
+15
332
$12K 0.01%
+278
333
$12K 0.01%
+224
334
$12K 0.01%
+168
335
$12K 0.01%
+122
336
$12K 0.01%
+132
337
$12K 0.01%
+983
338
$12K 0.01%
+221
339
$12K 0.01%
+63
340
$11K 0.01%
+138
341
$11K 0.01%
+173
342
$11K 0.01%
+229
343
$11K 0.01%
+151
344
$11K 0.01%
+138
345
$11K 0.01%
+136
346
$11K 0.01%
+143
347
$11K 0.01%
+375
348
$11K 0.01%
+99
349
$11K 0.01%
+204
350
$11K 0.01%
+153