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
376
$624K 0.04%
7,047
+115
377
$623K 0.04%
2,822
+55
378
$619K 0.04%
8,685
379
$618K 0.04%
19,966
+86
380
$613K 0.04%
3,948
+76
381
$609K 0.04%
20,541
+445
382
$599K 0.03%
12,270
+224
383
$595K 0.03%
7,881
+482
384
$593K 0.03%
4,007
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385
$593K 0.03%
9,957
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386
$593K 0.03%
11,297
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387
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388
$586K 0.03%
25,341
+2,721
389
$583K 0.03%
5,780
+14
390
$581K 0.03%
5,276
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391
$577K 0.03%
21,683
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392
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3,038
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393
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6,719
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394
$576K 0.03%
8,613
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395
$571K 0.03%
10,065
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396
$570K 0.03%
4,402
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397
$567K 0.03%
11,271
+339
398
$561K 0.03%
5,805
+45
399
$553K 0.03%
1,442
400
$551K 0.03%
5,578
+121
14 15
16
17 18