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
376
$575K 0.04%
20,096
-1,210
377
$574K 0.04%
17,168
-1,117
378
$572K 0.04%
17,136
-1,229
379
$571K 0.04%
4,181
-276
380
$570K 0.04%
+21,735
381
$567K 0.04%
15,746
-993
382
$566K 0.04%
5,055
-671
383
$563K 0.04%
8,215
-767
384
$560K 0.04%
4,045
-88
385
$557K 0.03%
9,751
-299
386
$556K 0.03%
74,678
-5,073
387
$555K 0.03%
3,042
-258
388
$554K 0.03%
31,735
-3,164
389
$550K 0.03%
17,745
-1,105
390
$549K 0.03%
7,399
-669
391
$548K 0.03%
5,247
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392
$536K 0.03%
10,064
+83
393
$534K 0.03%
4,582
-207
394
$531K 0.03%
19,837
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395
$530K 0.03%
2,981
-293
396
$530K 0.03%
3,872
-348
397
$527K 0.03%
+4,611
398
$523K 0.03%
9,513
+78
399
$521K 0.03%
+8,401
400
$520K 0.03%
12,046
-1,173
14 15
16
17 18