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

Top Buys

1
+$2.28M
2
+$1.44M
3
+$831K
4
CROX icon
Crocs
CROX
+$679K
5
THC icon
Tenet Healthcare
THC
+$653K

Top Sells

1
+$8.77M
2
+$2.64M
3
+$2.62M
4
MSFT icon
Microsoft
MSFT
+$2.48M
5
GE icon
GE Aerospace
GE
+$1.97M

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
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-298
355
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+5,766
356
$608K 0.04%
3,575
-262
357
$607K 0.04%
7,733
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358
$605K 0.04%
2,767
-206
359
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-20,467
360
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45,366
-2,825
361
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5,170
-380
362
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363
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8,402
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364
$595K 0.04%
6,932
-680
365
$594K 0.04%
+7,820
366
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368
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369
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370
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371
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373
$580K 0.04%
6,641
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374
$576K 0.04%
1,985
-163
375
$576K 0.04%
1,484
-100
13 14
15
16 17