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
451
$381K 0.02%
4,022
+80
452
$380K 0.02%
9,916
453
$375K 0.02%
2,879
454
$373K 0.02%
18,590
+527
455
$371K 0.02%
15,658
456
$370K 0.02%
1,863
+36
457
$370K 0.02%
6,435
+138
458
$366K 0.02%
9,171
+207
459
$361K 0.02%
3,491
+62
460
$358K 0.02%
1,356
+25
461
$353K 0.02%
4,991
462
$351K 0.02%
13,194
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463
$351K 0.02%
10,405
464
$343K 0.02%
3,874
+78
465
$342K 0.02%
11,228
-1
466
$339K 0.02%
4,647
+81
467
$335K 0.02%
6,838
+145
468
$332K 0.02%
4,761
+106
469
$332K 0.02%
2,616
+967
470
$328K 0.02%
2,003
+20
471
$326K 0.02%
4,080
+160
472
$326K 0.02%
3,078
+54
473
$319K 0.02%
1,246
+26
474
$316K 0.02%
4,370
+94
475
$315K 0.02%
1,199
+69
17 18
19
20 21