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
$569M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$394K

Sector Composition

1 Technology 15.44%
2 Consumer Discretionary 12.01%
3 Healthcare 10.13%
4 Industrials 9.37%
5 Financials 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.95M 0.34%
8,771
77
$1.94M 0.34%
52,754
78
$1.93M 0.34%
47,953
79
$1.91M 0.34%
18,426
80
$1.91M 0.34%
16,024
81
$1.89M 0.33%
4,061
82
$1.88M 0.33%
17,500
83
$1.86M 0.33%
39,914
84
$1.85M 0.32%
33,678
85
$1.81M 0.32%
5,113
86
$1.81M 0.32%
10,417
87
$1.8M 0.32%
12,728
88
$1.73M 0.3%
11,081
89
$1.71M 0.3%
4,535
90
$1.68M 0.3%
68,338
91
$1.68M 0.3%
10,206
92
$1.68M 0.29%
38,280
93
$1.68M 0.29%
28,754
94
$1.64M 0.29%
19,384
95
$1.62M 0.28%
3,945
96
$1.54M 0.27%
9,413
97
$1.53M 0.27%
7,213
98
$1.52M 0.27%
19,681
99
$1.51M 0.27%
65,029
100
$1.5M 0.26%
24,066
2 3
4
5 6