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
$1.72B
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
505
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$2.24M
3
+$1.9M
4
AMZN icon
Amazon
AMZN
+$1.31M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.29M

Top Sells

1
+$422K
2
+$262K
3
+$214K
4
J icon
Jacobs Solutions
J
+$99.5K
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$64.1K

Sector Composition

1 Technology 30.22%
2 Healthcare 11.33%
3 Financials 10.64%
4 Consumer Discretionary 9.98%
5 Communication Services 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.8M 0.69%
146,589
+3,387
27
$10.7M 0.62%
15,079
+286
28
$10M 0.58%
88,158
+1,984
29
$9.67M 0.56%
134,507
+2,933
30
$9.6M 0.56%
242,022
+4,794
31
$9.2M 0.54%
319,276
32
$9.14M 0.53%
55,695
+1,289
33
$9.09M 0.53%
33,203
+757
34
$8.99M 0.52%
61,065
+1,115
35
$8.31M 0.48%
13,430
+271
36
$8.23M 0.48%
154,700
+2,961
37
$8.18M 0.48%
15,798
+299
38
$8.08M 0.47%
47,541
+996
39
$7.68M 0.45%
45,093
+1,742
40
$7.22M 0.42%
127,794
+1,751
41
$7.1M 0.41%
14,545
42
$7.1M 0.41%
37,629
+821
43
$6.96M 0.41%
225,094
44
$6.93M 0.4%
17,728
+267
45
$6.91M 0.4%
31,240
+566
46
$6.88M 0.4%
60,360
+1,335
47
$6.62M 0.39%
158,525
+2,311
48
$6.61M 0.39%
249,349
+6,155
49
$6.5M 0.38%
53,528
+1,136
50
$6.49M 0.38%
31,432
+663
1
2
3 4 5