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
$1.72B
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
505
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$2.24M
3
+$1.9M
4
AMZN icon
Amazon
AMZN
+$1.31M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.29M

Top Sells

1
+$422K
2
+$262K
3
+$214K
4
J icon
Jacobs Solutions
J
+$99.5K
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$64.1K

Sector Composition

1 Technology 30.22%
2 Healthcare 11.33%
3 Financials 10.64%
4 Consumer Discretionary 9.98%
5 Communication Services 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.49M 0.38%
144,538
+3,182
52
$6.29M 0.37%
22,629
+483
53
$6.17M 0.36%
280,341
+5,689
54
$6.07M 0.35%
63,113
+1,292
55
$6.04M 0.35%
18,754
+380
56
$5.96M 0.35%
9,604
+214
57
$5.95M 0.35%
12,106
+269
58
$5.94M 0.35%
6,644
+159
59
$5.93M 0.35%
29,350
+552
60
$5.91M 0.34%
48,766
+721
61
$5.9M 0.34%
69,774
+1,509
62
$5.69M 0.33%
21,024
+317
63
$5.67M 0.33%
195,950
+4,240
64
$5.64M 0.33%
11,397
+222
65
$5.54M 0.32%
20,444
+347
66
$5.38M 0.31%
10,417
+263
67
$5.35M 0.31%
1,270
+21
68
$5.28M 0.31%
21,408
+414
69
$5.1M 0.3%
20,115
+449
70
$5.08M 0.3%
29,894
+1,105
71
$4.85M 0.28%
9,327
+180
72
$4.77M 0.28%
23,059
+433
73
$4.72M 0.28%
4,973
+91
74
$4.69M 0.27%
39,880
+822
75
$4.69M 0.27%
44,955
+805
1 2
3
4 5