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
$569M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$394K

Sector Composition

1 Technology 15.44%
2 Consumer Discretionary 12.01%
3 Healthcare 10.13%
4 Industrials 9.37%
5 Financials 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.4M 0.6%
78,923
27
$3.38M 0.59%
18,641
28
$3.36M 0.59%
22,111
29
$3.27M 0.58%
36,266
30
$3.22M 0.57%
220,862
31
$3.22M 0.57%
9,019
32
$3.22M 0.57%
64,560
33
$3.18M 0.56%
50,848
34
$3.14M 0.55%
19,088
35
$3.11M 0.55%
69,560
36
$3.05M 0.54%
233,320
37
$3.02M 0.53%
97,164
38
$2.97M 0.52%
11,192
39
$2.97M 0.52%
71,219
40
$2.96M 0.52%
61,673
41
$2.92M 0.51%
85,909
42
$2.87M 0.5%
66,424
43
$2.85M 0.5%
23,493
44
$2.78M 0.49%
23,233
45
$2.77M 0.49%
11,816
46
$2.7M 0.48%
26,954
47
$2.69M 0.47%
14,908
48
$2.64M 0.46%
34,607
49
$2.62M 0.46%
25,417
50
$2.54M 0.45%
110,369
1
2
3 4 5