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
$1.36B
AUM Growth
+$70.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$7.81M
2
+$7.75M
3
+$4.3M
4
NVDA icon
NVIDIA
NVDA
+$3.85M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.72M

Top Sells

1
+$511K
2
+$505K
3
+$504K
4
CLF icon
Cleveland-Cliffs
CLF
+$464K
5
HUN icon
Huntsman Corp
HUN
+$417K

Sector Composition

1 Technology 24.76%
2 Healthcare 11.94%
3 Financials 9.83%
4 Consumer Discretionary 9.26%
5 Communication Services 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$356K 0.03%
4,798
+413
452
$353K 0.03%
19,964
+1,802
453
$352K 0.03%
6,543
+891
454
$350K 0.03%
32,547
+3,227
455
$348K 0.03%
3,197
+290
456
$338K 0.02%
13,688
+1,368
457
$336K 0.02%
+16,735
458
$335K 0.02%
4,372
+360
459
$334K 0.02%
17,441
+169
460
$334K 0.02%
3,494
+251
461
$330K 0.02%
1,292
+185
462
$328K 0.02%
8,124
-159
463
$320K 0.02%
8,307
+701
464
$319K 0.02%
10,212
+372
465
$318K 0.02%
1,976
+185
466
$318K 0.02%
8,892
+784
467
$316K 0.02%
26,091
+222
468
$314K 0.02%
3,660
+797
469
$311K 0.02%
11,201
+987
470
$300K 0.02%
977
471
$300K 0.02%
2,383
+164
472
$296K 0.02%
1,122
473
$296K 0.02%
4,413
+420
474
$293K 0.02%
1,491
+163
475
$287K 0.02%
3,899
+367
17 18
19
20 21