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
$1.6B
AUM Growth
-$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$1.44M
3
+$831K
4
CROX icon
Crocs
CROX
+$679K
5
THC icon
Tenet Healthcare
THC
+$653K

Top Sells

1
+$8.77M
2
+$2.64M
3
+$2.62M
4
MSFT icon
Microsoft
MSFT
+$2.48M
5
GE icon
GE Aerospace
GE
+$1.97M

Sector Composition

1 Technology 31.07%
2 Healthcare 11.23%
3 Financials 10.16%
4 Communication Services 9.75%
5 Consumer Discretionary 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.83M 0.36%
141,356
-9,450
52
$5.82M 0.36%
17,461
-1,438
53
$5.74M 0.36%
18,374
-1,399
54
$5.73M 0.36%
28,789
-2,490
55
$5.53M 0.35%
22,146
-1,429
56
$5.36M 0.34%
191,710
-24,691
57
$5.31M 0.33%
52,392
-3,677
58
$5.31M 0.33%
30,674
-2,018
59
$5.27M 0.33%
11,837
-811
60
$5.25M 0.33%
274,652
+17,696
61
$5.1M 0.32%
6,485
-388
62
$5.05M 0.32%
11,175
-903
63
$4.96M 0.31%
9,147
+526
64
$4.95M 0.31%
1,249
-125
65
$4.87M 0.3%
37,018
-2,641
66
$4.84M 0.3%
45,440
-3,940
67
$4.83M 0.3%
68,265
-4,021
68
$4.83M 0.3%
22,626
-1,761
69
$4.82M 0.3%
48,045
-4,880
70
$4.75M 0.3%
20,994
-1,691
71
$4.71M 0.29%
41,211
-8,494
72
$4.65M 0.29%
20,097
-1,780
73
$4.57M 0.29%
20,707
-2,119
74
$4.53M 0.28%
10,154
-672
75
$4.39M 0.27%
141,652
-8,685
1 2
3
4 5