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
76
$1.03M 0.26%
9,511
-557
77
$1.03M 0.26%
+29,899
78
$1.02M 0.26%
+23,362
79
$1.01M 0.26%
+15,409
80
$1.01M 0.26%
+18,786
81
$992K 0.25%
8,412
+4,757
82
$990K 0.25%
+22,186
83
$988K 0.25%
26,095
+11,525
84
$973K 0.25%
8,290
-604
85
$964K 0.25%
+9,253
86
$963K 0.25%
+15,447
87
$950K 0.24%
+7,785
88
$939K 0.24%
+44,701
89
$933K 0.24%
31,492
-64,297
90
$931K 0.24%
5,587
+4,445
91
$919K 0.23%
+20,469
92
$917K 0.23%
+20,486
93
$907K 0.23%
4,514
+3,428
94
$900K 0.23%
49,211
+21,216
95
$880K 0.22%
+12,970
96
$876K 0.22%
+6,265
97
$873K 0.22%
+17,717
98
$860K 0.22%
+19,679
99
$830K 0.21%
+14,140
100
$824K 0.21%
+82,511