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
$358M
AUM Growth
-$6.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$1.53M
3
+$1.52M
4
BIIB icon
Biogen
BIIB
+$1.48M
5
TPR icon
Tapestry
TPR
+$1.46M

Top Sells

1
+$2.27M
2
+$2.05M
3
+$1.91M
4
TECD
Tech Data Corp
TECD
+$1.87M
5
SKX
Skechers
SKX
+$1.69M

Sector Composition

1 Consumer Discretionary 11.47%
2 Technology 5.54%
3 Healthcare 4.87%
4 Industrials 4.3%
5 Communication Services 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.22M 0.62%
20,504
27
$2.17M 0.61%
50,370
+1,499
28
$2.12M 0.59%
43,148
+5,167
29
$2.07M 0.58%
41,636
+7,016
30
$2M 0.56%
25,143
+16,809
31
$1.8M 0.5%
23,812
+20,250
32
$1.65M 0.46%
18,980
+380
33
$1.65M 0.46%
40,903
-163
34
$1.63M 0.46%
53,471
35
$1.62M 0.45%
19,202
36
$1.62M 0.45%
26,571
+11
37
$1.54M 0.43%
+27,110
38
$1.53M 0.43%
9,576
-14,263
39
$1.51M 0.42%
11,976
+118
40
$1.48M 0.41%
+6,341
41
$1.46M 0.41%
+56,088
42
$1.45M 0.4%
+6,038
43
$1.44M 0.4%
26,658
-774
44
$1.44M 0.4%
+13,565
45
$1.42M 0.4%
+31,967
46
$1.4M 0.39%
376
47
$1.39M 0.39%
+17,688
48
$1.39M 0.39%
46,477
+13,527
49
$1.38M 0.39%
+90,276
50
$1.38M 0.38%
27,019
+4,568
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2
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