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
$358M
AUM Growth
-$6.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$1.53M
3
+$1.52M
4
BIIB icon
Biogen
BIIB
+$1.48M
5
TPR icon
Tapestry
TPR
+$1.46M

Top Sells

1
+$2.27M
2
+$2.05M
3
+$1.91M
4
TECD
Tech Data Corp
TECD
+$1.87M
5
SKX
Skechers
SKX
+$1.69M

Sector Composition

1 Consumer Discretionary 11.47%
2 Technology 5.54%
3 Healthcare 4.87%
4 Industrials 4.3%
5 Communication Services 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.37M 0.38%
59,200
+70
52
$1.36M 0.38%
27,292
+39
53
$1.36M 0.38%
+26,068
54
$1.35M 0.38%
19,185
+192
55
$1.35M 0.38%
+30,441
56
$1.35M 0.38%
+15,283
57
$1.34M 0.37%
+31,473
58
$1.34M 0.37%
+13,413
59
$1.33M 0.37%
+5,210
60
$1.33M 0.37%
+16,162
61
$1.32M 0.37%
+25,195
62
$1.31M 0.37%
+17,967
63
$1.3M 0.36%
+30,003
64
$1.29M 0.36%
9,298
+591
65
$1.28M 0.36%
14,815
66
$1.27M 0.35%
54,643
-82,407
67
$1.25M 0.35%
8,133
68
$1.24M 0.35%
23,696
-13,752
69
$1.21M 0.34%
+49,229
70
$1.21M 0.34%
28,194
+54
71
$1.19M 0.33%
22,059
-31,237
72
$1.12M 0.31%
27,474
-39,472
73
$1.08M 0.3%
7,766
74
$1.03M 0.29%
11,548
-13,810
75
$1.02M 0.29%
9,833
-17,937
1 2
3
4 5