EF

Empirical Finance Portfolio holdings

AUM $2.1B
1-Year Est. Return 26.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.1B
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
514
New
Increased
Reduced
Closed

Top Buys

1 +$4.04M
2 +$2.79M
3 +$2.76M
4
AMZN icon
Amazon
AMZN
+$2.63M
5
MS icon
Morgan Stanley
MS
+$2.52M

Sector Composition

1 Technology 31.99%
2 Financials 11.76%
3 Communication Services 10.34%
4 Consumer Discretionary 9.7%
5 Healthcare 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LH icon
326
Labcorp
LH
$22.2B
$911K 0.04%
3,175
+29
NTAP icon
327
NetApp
NTAP
$19.9B
$903K 0.04%
7,623
+68
HPQ icon
328
HP
HPQ
$17.8B
$903K 0.04%
33,146
+311
GAP
329
The Gap Inc
GAP
$8.66B
$901K 0.04%
42,111
+232
ES icon
330
Eversource Energy
ES
$28B
$893K 0.04%
12,556
+129
RF icon
331
Regions Financial
RF
$23.3B
$888K 0.04%
33,689
+285
PPG icon
332
PPG Industries
PPG
$23.8B
$885K 0.04%
8,424
+72
CINF icon
333
Cincinnati Financial
CINF
$25.7B
$885K 0.04%
5,600
+53
FANG icon
334
Diamondback Energy
FANG
$51.4B
$885K 0.04%
6,183
+66
CFG icon
335
Citizens Financial Group
CFG
$24.7B
$885K 0.04%
16,639
+141
VRSN icon
336
VeriSign
VRSN
$22.4B
$884K 0.04%
3,162
+31
DXCM icon
337
DexCom
DXCM
$26.2B
$882K 0.04%
13,106
+132
INGR icon
338
Ingredion
INGR
$7.23B
$878K 0.04%
7,193
+41
NVR icon
339
NVR
NVR
$19.4B
$876K 0.04%
109
PKBK icon
340
Parke Bancorp
PKBK
$316M
$872K 0.04%
40,446
+5,039
ODFL icon
341
Old Dominion Freight Line
ODFL
$40.4B
$868K 0.04%
6,167
+61
FE icon
342
FirstEnergy
FE
$29.4B
$866K 0.04%
18,906
+177
OKE icon
343
Oneok
OKE
$54.7B
$860K 0.04%
11,779
+230
ATO icon
344
Atmos Energy
ATO
$30.6B
$847K 0.04%
4,962
+55
AXON icon
345
Axon Enterprise
AXON
$46.1B
$845K 0.04%
1,177
+28
DG icon
346
Dollar General
DG
$32.2B
$841K 0.04%
8,138
+78
VLTO icon
347
Veralto
VLTO
$23.4B
$841K 0.04%
7,885
+86
DOV icon
348
Dover
DOV
$28.1B
$839K 0.04%
5,030
+46
HBAN icon
349
Huntington Bancshares
HBAN
$33.1B
$837K 0.04%
48,485
+482
DRI icon
350
Darden Restaurants
DRI
$23.4B
$837K 0.04%
4,396
+41