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
$395M
AUM Growth
+$1.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$7.56M
2
+$6.39M
3
+$5.28M
4
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$3.74M
5
HLF icon
Herbalife
HLF
+$3.68M

Top Sells

1
+$7.89M
2
+$7.07M
3
+$5.67M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$4.04M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$3.23M

Sector Composition

1 Consumer Discretionary 11.18%
2 Technology 7.58%
3 Healthcare 4.28%
4 Consumer Staples 2.63%
5 Materials 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.53M 0.64%
22,992
-2,152
27
$2.52M 0.64%
+91,721
28
$2.48M 0.63%
+42,329
29
$2.46M 0.62%
+47,591
30
$2.39M 0.61%
+3,564
31
$2.38M 0.6%
+30,271
32
$2.12M 0.54%
106,302
+43,250
33
$2.1M 0.53%
56,144
+12,839
34
$2.06M 0.52%
90,642
-8,428
35
$2.05M 0.52%
+111,350
36
$2.04M 0.52%
40,928
+30,023
37
$1.96M 0.5%
45,505
+34,407
38
$1.92M 0.49%
16,971
+8,681
39
$1.89M 0.48%
+81,334
40
$1.71M 0.43%
+9,925
41
$1.71M 0.43%
+26,215
42
$1.69M 0.43%
+22,160
43
$1.66M 0.42%
+39,647
44
$1.65M 0.42%
+107,710
45
$1.59M 0.4%
13,774
+4,263
46
$1.59M 0.4%
+69,408
47
$1.57M 0.4%
46,539
-500
48
$1.57M 0.4%
27,738
-25,094
49
$1.54M 0.39%
33,568
+981
50
$1.53M 0.39%
+6,435
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