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
$1.6B
AUM Growth
-$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$1.44M
3
+$831K
4
CROX icon
Crocs
CROX
+$679K
5
THC icon
Tenet Healthcare
THC
+$653K

Top Sells

1
+$8.77M
2
+$2.64M
3
+$2.62M
4
MSFT icon
Microsoft
MSFT
+$2.48M
5
GE icon
GE Aerospace
GE
+$1.97M

Sector Composition

1 Technology 31.07%
2 Healthcare 11.23%
3 Financials 10.16%
4 Communication Services 9.75%
5 Consumer Discretionary 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.2M 0.64%
59,635
-4,037
27
$9.98M 0.62%
14,793
-1,129
28
$9.7M 0.61%
143,202
-9,692
29
$9.43M 0.59%
237,228
-18,234
30
$9.38M 0.59%
59,950
-5,477
31
$8.83M 0.55%
54,406
-3,903
32
$8.82M 0.55%
319,276
-1,247
33
$8.61M 0.54%
15,499
-1,248
34
$8.37M 0.52%
131,574
-9,002
35
$8.34M 0.52%
32,446
-2,186
36
$7.68M 0.48%
46,545
-3,216
37
$7.49M 0.47%
126,043
-11,704
38
$7.28M 0.45%
13,159
-984
39
$7.21M 0.45%
151,739
+2,006
40
$6.97M 0.44%
14,545
41
$6.8M 0.42%
28,798
-2,528
42
$6.51M 0.41%
225,094
43
$6.17M 0.39%
9,390
-614
44
$6.14M 0.38%
61,821
-4,398
45
$6.13M 0.38%
59,025
-4,257
46
$6.12M 0.38%
43,351
-2,996
47
$6.12M 0.38%
156,214
+1,194
48
$6.04M 0.38%
243,194
+7,134
49
$5.99M 0.37%
30,769
-2,295
50
$5.85M 0.37%
36,808
-12,389
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