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
$393M
AUM Growth
+$89.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Sells

1 +$6.48M
2 +$4.39M
3 +$3.34M
4
CSCO icon
Cisco
CSCO
+$3.19M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.17M

Sector Composition

1 Consumer Discretionary 10.74%
2 Technology 6.62%
3 Industrials 3.6%
4 Healthcare 2.82%
5 Communication Services 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$818K 0.21%
+13,900
102
$815K 0.21%
+36,659
103
$810K 0.21%
+8,004
104
$726K 0.18%
2,799
+623
105
$680K 0.17%
26,300
+13,659
106
$656K 0.17%
+29,591
107
$642K 0.16%
+8,317
108
$614K 0.16%
+22,240
109
$612K 0.16%
+5,879
110
$599K 0.15%
11,098
-59,013
111
$587K 0.15%
+14,568
112
$586K 0.15%
10,905
-21,888
113
$568K 0.14%
+9,600
114
$557K 0.14%
+2,252
115
$522K 0.13%
+2,720
116
$521K 0.13%
+6,570
117
$518K 0.13%
+4,204
118
$507K 0.13%
+2,155
119
$506K 0.13%
+21,383
120
$496K 0.13%
+4,463
121
$493K 0.13%
+10,196
122
$492K 0.13%
+1,289
123
$454K 0.12%
+18,104
124
$433K 0.11%
+10,834
125
$424K 0.11%
3,275