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
476
$275K 0.02%
1,983
-219
477
$267K 0.02%
6,179
-152
478
$262K 0.02%
1,130
-96
479
$262K 0.02%
7,180
-3,521
480
$260K 0.02%
2,902
-318
481
$260K 0.02%
1,257
-15
482
$254K 0.02%
7,885
-571
483
$250K 0.02%
4,276
-104
484
$250K 0.02%
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-409
485
$249K 0.02%
1,424
-154
486
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3,024
-289
487
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+4,655
488
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4,274
-126
489
$245K 0.02%
1,220
-22
490
$244K 0.02%
1,295
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491
$237K 0.01%
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492
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493
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6,271
494
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4,456
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495
$222K 0.01%
3,771
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496
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1,539
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497
$215K 0.01%
1,623
-125
498
$214K 0.01%
9,590
-574
499
$209K 0.01%
2,328
500
$201K 0.01%
1,772
-65
18 19
20
21 22