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
$290M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$2.87M
2
+$2.81M
3
+$2.11M
4
SAFM
Sanderson Farms Inc
SAFM
+$1.5M
5
INTC icon
Intel
INTC
+$1.47M

Top Sells

1
+$1.92M
2
+$1.8M
3
+$1.79M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.7M
5
MLP icon
Maui Land & Pineapple Co
MLP
+$1.56M

Sector Composition

1 Consumer Discretionary 12.19%
2 Healthcare 6.48%
3 Technology 6.39%
4 Consumer Staples 3.64%
5 Industrials 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.35M 0.47%
+30,797
52
$1.34M 0.46%
28,259
53
$1.34M 0.46%
19,392
54
$1.33M 0.46%
+16,337
55
$1.31M 0.45%
15,174
56
$1.3M 0.45%
52,523
57
$1.3M 0.45%
10,995
-20
58
$1.28M 0.44%
22,949
59
$1.28M 0.44%
+28,485
60
$1.28M 0.44%
23,621
-5,097
61
$1.27M 0.44%
52,051
62
$1.25M 0.43%
43,263
63
$1.22M 0.42%
+10,134
64
$1.22M 0.42%
+55,943
65
$1.22M 0.42%
41,790
66
$1.21M 0.42%
43,609
+1,081
67
$1.2M 0.41%
3,838
68
$1.2M 0.41%
35,632
69
$1.19M 0.41%
+6,267
70
$1.19M 0.41%
32,245
71
$1.17M 0.4%
14,454
-13,020
72
$1.17M 0.4%
+41,149
73
$1.17M 0.4%
+59,747
74
$1.17M 0.4%
+21,076
75
$1.16M 0.4%
+33,568
1 2
3
4 5