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
$1.36B
AUM Growth
+$70.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$7.81M
2
+$7.75M
3
+$4.3M
4
NVDA icon
NVIDIA
NVDA
+$3.85M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.72M

Top Sells

1
+$511K
2
+$505K
3
+$504K
4
CLF icon
Cleveland-Cliffs
CLF
+$464K
5
HUN icon
Huntsman Corp
HUN
+$417K

Sector Composition

1 Technology 24.76%
2 Healthcare 11.94%
3 Financials 9.83%
4 Consumer Discretionary 9.26%
5 Communication Services 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$234K 0.02%
+3,453
502
$231K 0.02%
1,179
+188
503
$229K 0.02%
9,300
+1,004
504
$228K 0.02%
17,654
+1,370
505
$220K 0.02%
+1,360
506
$219K 0.02%
2,328
+1
507
$200K 0.01%
6,271
508
$191K 0.01%
+10,828
509
$113K 0.01%
12,544
+1,089
510
$28.6K ﹤0.01%
20,113
-3,600
511
– –
-10,745
512
– –
-3,851
513
– –
-27,690
514
– –
-7,507
515
– –
-2,845
516
– –
-15,451
517
– –
-3,312
518
– –
-24,605
519
– –
-1,068
520
– –
-13,444
521
– –
-32,570
522
– –
-57,170
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