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
326
$637K 0.05%
6,343
+674
327
$632K 0.05%
6,940
+1,251
328
$631K 0.05%
18,045
+2
329
$621K 0.05%
4,336
+437
330
$620K 0.05%
10,893
-436
331
$617K 0.05%
1,509
+167
332
$608K 0.04%
8,767
+786
333
$607K 0.04%
25,783
+2,299
334
$603K 0.04%
23,809
+2,380
335
$602K 0.04%
5,333
+539
336
$600K 0.04%
+43,319
337
$599K 0.04%
12,950
+1,187
338
$597K 0.04%
9,408
+1,654
339
$592K 0.04%
8,208
+691
340
$587K 0.04%
7,929
+652
341
$584K 0.04%
5,477
+445
342
$581K 0.04%
5,678
+43
343
$579K 0.04%
7,633
+668
344
$576K 0.04%
7,367
+520
345
$575K 0.04%
3,681
+340
346
$575K 0.04%
11,824
+1,088
347
$575K 0.04%
34,946
+264
348
$572K 0.04%
3,780
349
$567K 0.04%
32,941
+3,323
350
$565K 0.04%
2,059
+185
12 13
14
15 16