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
$1.36B
AUM Growth
+$70.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$7.81M
2
+$7.75M
3
+$4.3M
4
NVDA icon
NVIDIA
NVDA
+$3.85M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.72M

Top Sells

1
+$511K
2
+$505K
3
+$504K
4
CLF icon
Cleveland-Cliffs
CLF
+$464K
5
HUN icon
Huntsman Corp
HUN
+$417K

Sector Composition

1 Technology 24.76%
2 Healthcare 11.94%
3 Financials 9.83%
4 Consumer Discretionary 9.26%
5 Communication Services 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.68M 0.27%
40,318
+3,653
77
$3.68M 0.27%
51,114
+4,924
78
$3.68M 0.27%
155,586
-352
79
$3.67M 0.27%
6,562
+775
80
$3.65M 0.27%
9,662
+746
81
$3.62M 0.27%
8,308
+736
82
$3.6M 0.26%
40,506
+3,526
83
$3.57M 0.26%
12,203
+1,154
84
$3.51M 0.26%
27,663
+5,567
85
$3.49M 0.26%
14,527
+1,352
86
$3.42M 0.25%
55,734
87
$3.34M 0.25%
8,163
+749
88
$3.33M 0.24%
47,944
+4,362
89
$3.29M 0.24%
17,305
+1,566
90
$3.29M 0.24%
5,093
+534
91
$3.28M 0.24%
43,709
+4,410
92
$3.25M 0.24%
29,263
+3,609
93
$3.16M 0.23%
21,188
+1,809
94
$3.15M 0.23%
11,538
+1,090
95
$3.15M 0.23%
45,051
+4,304
96
$3.13M 0.23%
17,897
+1,692
97
$3.12M 0.23%
8,970
+865
98
$3.11M 0.23%
45,781
+3,485
99
$3.1M 0.23%
10,827
+827
100
$2.99M 0.22%
47,670
+4,410
2 3
4
5 6