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
$290M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$2.87M
2
+$2.81M
3
+$2.11M
4
SAFM
Sanderson Farms Inc
SAFM
+$1.5M
5
INTC icon
Intel
INTC
+$1.47M

Top Sells

1
+$1.92M
2
+$1.8M
3
+$1.79M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.7M
5
MLP icon
Maui Land & Pineapple Co
MLP
+$1.56M

Sector Composition

1 Consumer Discretionary 12.19%
2 Healthcare 6.48%
3 Technology 6.39%
4 Consumer Staples 3.64%
5 Industrials 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.35M 0.81%
94,120
+14,066
27
$2.32M 0.8%
97,134
+30,559
28
$2.32M 0.8%
20,589
+10,257
29
$2.32M 0.8%
117,013
+11,429
30
$2.25M 0.77%
38,049
+21,181
31
$2.22M 0.77%
83,837
-1,423
32
$2.21M 0.76%
34,844
+19,040
33
$2.11M 0.73%
+125,096
34
$2.04M 0.7%
27,580
+2,244
35
$1.99M 0.69%
384,592
+86,724
36
$1.83M 0.63%
15,606
+1,190
37
$1.71M 0.59%
48,507
+17,453
38
$1.65M 0.57%
123,668
+52,993
39
$1.56M 0.54%
78,281
+2,325
40
$1.5M 0.52%
+9,262
41
$1.47M 0.51%
+38,603
42
$1.43M 0.49%
8,981
-8,046
43
$1.4M 0.48%
30,697
+8,467
44
$1.4M 0.48%
49,244
45
$1.4M 0.48%
33,350
46
$1.38M 0.48%
+2,324
47
$1.37M 0.47%
52,437
48
$1.36M 0.47%
+13,760
49
$1.36M 0.47%
+107,285
50
$1.36M 0.47%
51,195
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