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
$393M
AUM Growth
+$89.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Sells

1 +$6.48M
2 +$4.39M
3 +$3.34M
4
CSCO icon
Cisco
CSCO
+$3.19M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.17M

Sector Composition

1 Consumer Discretionary 10.74%
2 Technology 6.62%
3 Industrials 3.6%
4 Healthcare 2.82%
5 Communication Services 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.48M 0.38%
39,875
-19,578
52
$1.46M 0.37%
+113,209
53
$1.45M 0.37%
+9,000
54
$1.41M 0.36%
+27,167
55
$1.41M 0.36%
+14,866
56
$1.39M 0.35%
60,558
+9,363
57
$1.38M 0.35%
25,207
+2,258
58
$1.37M 0.35%
15,484
+310
59
$1.34M 0.34%
56,307
+4,256
60
$1.33M 0.34%
+25,724
61
$1.3M 0.33%
+22,224
62
$1.28M 0.33%
+69,544
63
$1.24M 0.32%
20,402
+1,010
64
$1.16M 0.29%
+28,054
65
$1.15M 0.29%
+21,685
66
$1.15M 0.29%
32,587
-981
67
$1.15M 0.29%
+8,090
68
$1.09M 0.28%
+48,709
69
$1.08M 0.27%
+230,105
70
$1.08M 0.27%
+14,737
71
$1.07M 0.27%
63,052
+8,953
72
$1.07M 0.27%
+26,871
73
$1.05M 0.27%
+58,900
74
$1.04M 0.26%
43,305
-79,255
75
$1.03M 0.26%
+374