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
401
$550K 0.03%
8,466
+65
402
$549K 0.03%
6,476
+26
403
$544K 0.03%
10,555
+81
404
$542K 0.03%
32,361
+705
405
$541K 0.03%
4,237
+85
406
$541K 0.03%
18,373
+628
407
$538K 0.03%
5,327
+103
408
$537K 0.03%
19,570
+396
409
$533K 0.03%
2,486
+61
410
$533K 0.03%
16,379
+362
411
$531K 0.03%
18,521
412
$528K 0.03%
6,673
+108
413
$524K 0.03%
8,637
+189
414
$523K 0.03%
9,513
415
$519K 0.03%
1,793
416
$515K 0.03%
7,330
+131
417
$508K 0.03%
4,639
+105
418
$507K 0.03%
4,647
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419
$504K 0.03%
2,800
420
$492K 0.03%
2,855
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421
$489K 0.03%
18,437
422
$483K 0.03%
13,926
+428
423
$481K 0.03%
7,751
+171
424
$471K 0.03%
4,210
+74
425
$469K 0.03%
33,370
+324
15 16
17
18 19