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
426
$426K 0.03%
1,954
-527
427
$425K 0.03%
4,534
-285
428
$422K 0.03%
8,402
-635
429
$413K 0.03%
5,165
-385
430
$411K 0.03%
22,620
-1,552
431
$408K 0.03%
18,437
-19,081
432
$406K 0.03%
11,229
+70
433
$405K 0.03%
4,136
-389
434
$403K 0.03%
37,936
-513
435
$402K 0.03%
7,580
-183
436
$401K 0.03%
5,813
+48
437
$398K 0.02%
3,429
-339
438
$398K 0.02%
2,396
-86
439
$398K 0.02%
5,423
-421
440
$394K 0.02%
4,689
-344
441
$389K 0.02%
13,498
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442
$388K 0.02%
3,560
-133
443
$382K 0.02%
7,821
-375
444
$377K 0.02%
6,226
-169
445
$377K 0.02%
3,942
-244
446
$373K 0.02%
8,964
-185
447
$365K 0.02%
6,520
-97
448
$359K 0.02%
1,594
-128
449
$359K 0.02%
15,658
-3,167
450
$359K 0.02%
4,073
-198
16 17
18
19 20