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
$1.6B
AUM Growth
-$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$1.44M
3
+$831K
4
CROX icon
Crocs
CROX
+$679K
5
THC icon
Tenet Healthcare
THC
+$653K

Top Sells

1
+$8.77M
2
+$2.64M
3
+$2.62M
4
MSFT icon
Microsoft
MSFT
+$2.48M
5
GE icon
GE Aerospace
GE
+$1.97M

Sector Composition

1 Technology 31.07%
2 Healthcare 11.23%
3 Financials 10.16%
4 Communication Services 9.75%
5 Consumer Discretionary 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.3M 0.27%
39,058
-2,965
77
$4.29M 0.27%
44,150
-4,221
78
$4.19M 0.26%
65,970
-5,390
79
$4.09M 0.26%
8,726
-606
80
$4.08M 0.26%
19,666
-1,278
81
$4.02M 0.25%
55,734
82
$3.89M 0.24%
17,035
-1,528
83
$3.87M 0.24%
4,697
-427
84
$3.84M 0.24%
4,882
-380
85
$3.84M 0.24%
11,287
-752
86
$3.73M 0.23%
48,385
-2,895
87
$3.66M 0.23%
60,658
88
$3.6M 0.23%
48,883
-3,237
89
$3.59M 0.22%
7,678
-742
90
$3.53M 0.22%
16,738
-1,227
91
$3.46M 0.22%
19,024
-1,126
92
$3.41M 0.21%
9,133
-841
93
$3.37M 0.21%
10,195
-960
94
$3.36M 0.21%
14,061
-1,028
95
$3.36M 0.21%
39,545
+26,915
96
$3.35M 0.21%
24,470
-1,816
97
$3.16M 0.2%
41,888
-3,213
98
$3.13M 0.2%
18,052
-6,385
99
$3.12M 0.2%
17,721
-1,792
100
$3.03M 0.19%
19,356
-1,587
2 3
4
5 6