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
351
$688K 0.04%
34,788
+3,053
352
$684K 0.04%
46,555
+1,189
353
$683K 0.04%
3,055
+50
354
$682K 0.04%
4,885
+110
355
$676K 0.04%
7,875
+142
356
$676K 0.04%
5,641
+297
357
$669K 0.04%
3,105
+63
358
$668K 0.04%
5,094
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359
$666K 0.04%
17,552
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360
$666K 0.04%
1,521
+37
361
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7,917
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362
$660K 0.04%
16,076
+330
363
$660K 0.04%
4,929
+153
364
$659K 0.04%
4,710
+36
365
$657K 0.04%
7,768
+153
366
$654K 0.04%
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367
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4,272
+1,530
368
$652K 0.04%
4,704
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369
$648K 0.04%
21,904
+169
370
$647K 0.04%
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-287
371
$645K 0.04%
7,164
+152
372
$632K 0.04%
2,486
+50
373
$632K 0.04%
8,706
+491
374
$631K 0.04%
1,705
+35
375
$630K 0.04%
76,389
+1,711
13 14
15
16 17