EF
Empirical Finance Portfolio holdings
AUM
$1.91B
This Quarter Return
-0.59%
1 Year Return
+20.92%
3 Year Return
+99.72%
5 Year Return
+166.86%
10 Year Return
–
AUM
$358M
AUM Growth
+$358M
(-1.9%)
Cap. Flow
-$4.68M
Cap. Flow
% of AUM
-1.31%
Top 10 Holdings %
Top 10 Hldgs %
56.44%
Holding
174
New
21
Increased
77
Reduced
33
Closed
15
Top Buys
| 1 |
ConocoPhillips
COP
|
$1.55M |
| 2 |
AbbVie
ABBV
|
$1.53M |
| 3 |
Urban Outfitters
URBN
|
$1.52M |
| 4 |
Biogen
BIIB
|
$1.48M |
| 5 |
Tapestry
TPR
|
$1.46M |
Top Sells
| 1 |
KLA
KLAC
|
$2.27M |
| 2 |
Tyson Foods
TSN
|
$2.05M |
| 3 |
Western Union
WU
|
$1.91M |
| 4 |
TECD
Tech Data Corp
TECD
|
$1.87M |
| 5 |
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% |
