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
426
$464K 0.03%
15,075
427
$460K 0.03%
19,991
+154
428
$459K 0.03%
3,375
+70
429
$458K 0.03%
4,150
+77
430
$452K 0.03%
38,919
+983
431
$451K 0.03%
2,049
+46
432
$438K 0.03%
3,616
+56
433
$435K 0.03%
1,888
-66
434
$432K 0.03%
2,445
+49
435
$432K 0.03%
1,730
+136
436
$430K 0.03%
1,819
+14
437
$424K 0.02%
5,485
+62
438
$421K 0.02%
6,777
+257
439
$421K 0.02%
915
+44
440
$416K 0.02%
1,103
+39
441
$415K 0.02%
3,673
+137
442
$415K 0.02%
1,038
+93
443
$414K 0.02%
6,262
+36
444
$411K 0.02%
8,123
+302
445
$409K 0.02%
4,812
+37
446
$408K 0.02%
10,447
+46
447
$399K 0.02%
+8,075
448
$393K 0.02%
8,375
+134
449
$389K 0.02%
1,574
+39
450
$388K 0.02%
4,320
+77
16 17
18
19 20