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
476
$315K 0.02%
9,925
+212
477
$311K 0.02%
11,612
+192
478
$310K 0.02%
4,796
+107
479
$310K 0.02%
6,310
+131
480
$295K 0.02%
5,813
481
$292K 0.02%
8,037
+152
482
$290K 0.02%
1,806
+34
483
$288K 0.02%
4,366
+92
484
$286K 0.02%
2,981
+79
485
$280K 0.02%
1,446
+22
486
$271K 0.02%
1,362
+67
487
$268K 0.02%
1,689
+66
488
$262K 0.02%
1,575
+36
489
$258K 0.02%
1,310
+53
490
$254K 0.01%
7,949
+164
491
$253K 0.01%
4,855
492
$252K 0.01%
4,214
-242
493
$246K 0.01%
6,271
494
$238K 0.01%
+1,024
495
$236K 0.01%
+3,859
496
$234K 0.01%
3,470
-205
497
$230K 0.01%
13,079
498
$224K 0.01%
25,028
+507
499
$223K 0.01%
2,328
500
$215K 0.01%
3,880
+109
17 18 19
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