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
551
$5K ﹤0.01%
+300
552
$5K ﹤0.01%
+59
553
$5K ﹤0.01%
+37
554
$5K ﹤0.01%
+198
555
$5K ﹤0.01%
+81
556
$5K ﹤0.01%
+70
557
$5K ﹤0.01%
+150
558
$5K ﹤0.01%
+49
559
$5K ﹤0.01%
+52
560
$5K ﹤0.01%
+57
561
$5K ﹤0.01%
+127
562
$5K ﹤0.01%
+193
563
$5K ﹤0.01%
+148
564
$5K ﹤0.01%
+440
565
$5K ﹤0.01%
+204
566
$5K ﹤0.01%
+62
567
$5K ﹤0.01%
+346
568
$5K ﹤0.01%
+431
569
$5K ﹤0.01%
+150
570
$5K ﹤0.01%
+83
571
$4K ﹤0.01%
+319
572
$4K ﹤0.01%
+200
573
$4K ﹤0.01%
+115
574
$4K ﹤0.01%
+112
575
$4K ﹤0.01%
+120