EF

Empirical Finance Portfolio holdings

AUM $2.1B
1-Year Est. Return 26.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.8%
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
+$2.27M
2
+$1.33M
3
+$678K
4
CROX icon
Crocs
CROX
+$653K
5
PVH icon
PVH
PVH
+$652K

Top Sells

1
+$7.77M
2
+$2.62M
3
+$2.35M
4
NVDA icon
NVIDIA
NVDA
+$2.16M
5
GE icon
GE Aerospace
GE
+$1.98M

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
$353K 0.02%
3,536
-251
455
$347K 0.02%
4,243
-375
456
$345K 0.02%
2,003
-152
457
$339K 0.02%
2,742
-677
458
$330K 0.02%
13,079
+107
459
$330K 0.02%
11,420
-10,968
460
$329K 0.02%
4,520
-1,946
461
$328K 0.02%
1,331
-96
462
$327K 0.02%
1,064
-93
463
$324K 0.02%
4,991
464
$323K 0.02%
1,535
-29
465
$320K 0.02%
6,297
-475
466
$317K 0.02%
18,063
-122
467
$304K 0.02%
7,785
-312
468
$304K 0.02%
1,827
-153
469
$302K 0.02%
6,693
-219
470
$297K 0.02%
24,521
-1,572
471
$296K 0.02%
9,713
-199
472
$293K 0.02%
4,566
-198
473
$290K 0.02%
3,796
-263
474
$281K 0.02%
3,920
-37
475
$278K 0.02%
945
-78
17 18
19
20 21