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
$1.36B
AUM Growth
+$70.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$7.81M
2
+$7.75M
3
+$4.3M
4
NVDA icon
NVIDIA
NVDA
+$3.85M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.72M

Top Sells

1
+$511K
2
+$505K
3
+$504K
4
CLF icon
Cleveland-Cliffs
CLF
+$464K
5
HUN icon
Huntsman Corp
HUN
+$417K

Sector Composition

1 Technology 24.76%
2 Healthcare 11.94%
3 Financials 9.83%
4 Consumer Discretionary 9.26%
5 Communication Services 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.91M 0.73%
43,068
+5,703
27
$9.27M 0.68%
412,494
-4,377
28
$9.12M 0.67%
61,170
+5,936
29
$9.09M 0.67%
88,274
+8,903
30
$8.69M 0.64%
15,382
+1,433
31
$8.23M 0.6%
16,143
+1,573
32
$8.1M 0.6%
47,812
+4,482
33
$7.81M 0.57%
146,451
+13,923
34
$7.75M 0.57%
144,192
+13,366
35
$7.56M 0.56%
134,995
+13,078
36
$6.89M 0.51%
207,798
+20,612
37
$6.89M 0.51%
13,606
+1,259
38
$6.77M 0.5%
247,331
+22,017
39
$6.75M 0.5%
33,272
+3,469
40
$6.68M 0.49%
150,646
+11,862
41
$6.21M 0.46%
51,822
+3,413
42
$5.89M 0.43%
60,817
+5,809
43
$5.87M 0.43%
225,094
44
$5.78M 0.42%
15,309
+1,509
45
$5.74M 0.42%
55,871
+6,148
46
$5.63M 0.41%
25,589
+2,698
47
$5.45M 0.4%
133,388
+11,912
48
$5.21M 0.38%
14,545
49
$5.16M 0.38%
63,631
+6,301
50
$5.13M 0.38%
144,351
+13,609
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