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
401
$519K 0.03%
7,780
-685
402
$516K 0.03%
1,670
-54
403
$515K 0.03%
9,836
-732
404
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405
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-1,423
406
$505K 0.03%
15,075
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407
$503K 0.03%
8,716
-113
408
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-657
409
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410
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411
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412
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413
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414
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415
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416
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418
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419
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421
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422
$446K 0.03%
3,305
-294
423
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4,152
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424
$430K 0.03%
8,448
-166
425
$429K 0.03%
10,405
+85
15 16
17
18 19