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
$147M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
689
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 11.91%
2 Technology 5.15%
3 Consumer Staples 3.96%
4 Industrials 3.72%
5 Healthcare 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$6K ﹤0.01%
+122
502
$6K ﹤0.01%
+192
503
$6K ﹤0.01%
+112
504
$6K ﹤0.01%
+46
505
$6K ﹤0.01%
+65
506
$6K ﹤0.01%
+123
507
$6K ﹤0.01%
+114
508
$6K ﹤0.01%
+237
509
$6K ﹤0.01%
+195
510
$6K ﹤0.01%
+307
511
$6K ﹤0.01%
+24
512
$6K ﹤0.01%
+23
513
$6K ﹤0.01%
+161
514
$6K ﹤0.01%
+60
515
$6K ﹤0.01%
+164
516
$6K ﹤0.01%
+83
517
$5K ﹤0.01%
+224
518
$5K ﹤0.01%
+416
519
$5K ﹤0.01%
+165
520
$5K ﹤0.01%
+124
521
$5K ﹤0.01%
+146
522
$5K ﹤0.01%
+65
523
$5K ﹤0.01%
+118
524
$5K ﹤0.01%
+189
525
$5K ﹤0.01%
+160