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
351
$562K 0.04%
7,311
+1,396
352
$560K 0.04%
4,275
+404
353
$558K 0.04%
5,662
+508
354
$557K 0.04%
25,065
+2,572
355
$554K 0.04%
4,447
356
$553K 0.04%
20,430
+2,201
357
$552K 0.04%
6,226
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358
$552K 0.04%
11,083
+966
359
$549K 0.04%
5,367
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360
$547K 0.04%
2,902
+276
361
$540K 0.04%
6,788
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362
$536K 0.04%
7,201
+650
363
$534K 0.04%
10,057
+973
364
$534K 0.04%
1,156
+164
365
$534K 0.04%
3,129
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366
$532K 0.04%
1,981
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367
$525K 0.04%
9,395
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368
$523K 0.04%
2,272
+17
369
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2,857
+258
370
$519K 0.04%
20,444
+154
371
$515K 0.04%
2,478
+254
372
$513K 0.04%
1,328
+145
373
$512K 0.04%
7,510
+802
374
$512K 0.04%
16,747
+1,135
375
$511K 0.04%
16,177
+3,029
13 14
15
16 17