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
$1.6B
AUM Growth
-$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$1.33M
3
+$678K
4
CROX icon
Crocs
CROX
+$653K
5
PVH icon
PVH
PVH
+$652K

Top Sells

1
+$7.77M
2
+$2.62M
3
+$2.35M
4
NVDA icon
NVIDIA
NVDA
+$2.16M
5
GE icon
GE Aerospace
GE
+$1.98M

Sector Composition

1 Technology 31.07%
2 Healthcare 11.23%
3 Financials 10.16%
4 Communication Services 9.75%
5 Consumer Discretionary 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$615K 0.04%
+5,760
352
$614K 0.04%
21,432
-2,919
353
$614K 0.04%
7,882
-724
354
$612K 0.04%
3,005
-298
355
$610K 0.04%
+5,766
356
$608K 0.04%
3,575
-262
357
$607K 0.04%
7,733
-753
358
$605K 0.04%
2,767
-206
359
$604K 0.04%
18,521
-20,467
360
$598K 0.04%
45,366
-2,825
361
$597K 0.04%
5,170
-380
362
$597K 0.04%
+11,210
363
$596K 0.04%
8,402
-580
364
$595K 0.04%
6,932
-680
365
$594K 0.04%
+7,820
366
$591K 0.04%
4,691
-410
367
$589K 0.04%
7,012
-490
368
$588K 0.04%
2,436
-163
369
$585K 0.04%
9,831
-657
370
$585K 0.04%
+4,775
371
$582K 0.04%
5,457
-427
372
$581K 0.04%
+5,344
373
$580K 0.04%
6,641
-430
374
$576K 0.04%
1,985
-163
375
$576K 0.04%
1,484
-100
13 14
15
16 17