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
$1.72B
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
505
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$2.24M
3
+$1.9M
4
AMZN icon
Amazon
AMZN
+$1.31M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.29M

Top Sells

1
+$422K
2
+$262K
3
+$214K
4
J icon
Jacobs Solutions
J
+$99.5K
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$64.1K

Sector Composition

1 Technology 30.22%
2 Healthcare 11.33%
3 Financials 10.64%
4 Consumer Discretionary 9.98%
5 Communication Services 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.56M 0.27%
7,802
+124
77
$4.42M 0.26%
41,942
+731
78
$4.22M 0.25%
67,354
+1,384
79
$4.17M 0.24%
11,556
+269
80
$4.16M 0.24%
49,639
+1,254
81
$4.15M 0.24%
8,916
+190
82
$4.09M 0.24%
55,734
83
$4M 0.23%
17,370
+335
84
$3.97M 0.23%
14,335
+274
85
$3.93M 0.23%
60,658
86
$3.92M 0.23%
37,843
+825
87
$3.88M 0.23%
9,303
+170
88
$3.87M 0.23%
39,692
+810
89
$3.82M 0.22%
17,102
+364
90
$3.78M 0.22%
46,270
+830
91
$3.77M 0.22%
42,674
+786
92
$3.76M 0.22%
72,676
+1,366
93
$3.71M 0.22%
17,994
+273
94
$3.71M 0.22%
20,664
+388
95
$3.7M 0.22%
4,781
+84
96
$3.63M 0.21%
43,324
+928
97
$3.59M 0.21%
10,374
+179
98
$3.57M 0.21%
41,303
+1,758
99
$3.48M 0.2%
47,200
+927
100
$3.41M 0.2%
24,995
+525
2 3
4
5 6