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
451
$356K 0.02%
12,925
-973
452
$356K 0.02%
871
-67
453
$353K 0.02%
8,241
-501
454
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3,536
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455
$347K 0.02%
4,243
-375
456
$345K 0.02%
2,003
-152
457
$339K 0.02%
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458
$330K 0.02%
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459
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460
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461
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462
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463
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464
$323K 0.02%
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465
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$290K 0.02%
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$281K 0.02%
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-37
475
$278K 0.02%
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17 18
19
20 21