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
326
$765K 0.04%
31,272
+497
327
$760K 0.04%
32,560
+669
328
$757K 0.04%
7,881
+61
329
$749K 0.04%
6,786
+145
330
$748K 0.04%
3,649
+74
331
$746K 0.04%
4,856
+133
332
$745K 0.04%
10,969
+216
333
$744K 0.04%
14,409
+339
334
$734K 0.04%
2,848
+368
335
$732K 0.04%
4,492
+103
336
$732K 0.04%
5,377
+116
337
$729K 0.04%
2,027
+42
338
$726K 0.04%
7,971
+89
339
$725K 0.04%
2,416
+57
340
$718K 0.04%
8,891
+175
341
$712K 0.04%
19,440
+821
342
$710K 0.04%
10,048
+217
343
$707K 0.04%
8,592
+190
344
$704K 0.04%
4,754
+63
345
$696K 0.04%
4,274
+93
346
$696K 0.04%
18,569
+1,433
347
$696K 0.04%
4,240
+82
348
$691K 0.04%
5,259
+73
349
$690K 0.04%
8,473
+147
350
$688K 0.04%
9,160
+4,640
12 13
14
15 16