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
51
$5.12M 0.38%
19,065
+1,542
52
$5.05M 0.37%
31,747
+2,967
53
$4.99M 0.37%
53,859
+5,181
54
$4.98M 0.37%
18,241
+1,580
55
$4.9M 0.36%
9,589
+959
56
$4.68M 0.34%
144,524
+13,537
57
$4.63M 0.34%
22,259
+1,512
58
$4.6M 0.34%
43,405
+4,804
59
$4.46M 0.33%
21,899
+1,914
60
$4.44M 0.33%
31,629
+3,509
61
$4.35M 0.32%
23,552
+2,158
62
$4.34M 0.32%
74,719
+6,375
63
$4.25M 0.31%
79,482
+393
64
$4.23M 0.31%
30,568
+2,645
65
$4.17M 0.31%
47,237
+4,609
66
$4.15M 0.3%
43,387
+3,696
67
$4.12M 0.3%
1,336
+93
68
$3.97M 0.29%
69,316
+7,278
69
$3.93M 0.29%
25,219
+2,600
70
$3.83M 0.28%
46,859
+3,947
71
$3.79M 0.28%
10,364
+1,122
72
$3.78M 0.28%
24,981
+433
73
$3.77M 0.28%
11,653
+1,071
74
$3.7M 0.27%
19,325
+2,132
75
$3.7M 0.27%
246,417
+22,228
1 2
3
4 5