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
101
$1.47M 0.26%
7,035
102
$1.45M 0.26%
8,613
103
$1.44M 0.25%
7,300
104
$1.42M 0.25%
22,881
105
$1.41M 0.25%
6,124
106
$1.4M 0.25%
18,106
107
$1.39M 0.24%
18,913
108
$1.36M 0.24%
22,035
109
$1.35M 0.24%
17,796
110
$1.33M 0.23%
14,558
111
$1.32M 0.23%
25,009
112
$1.31M 0.23%
12,288
113
$1.3M 0.23%
15,754
114
$1.3M 0.23%
20,931
115
$1.27M 0.22%
31,021
116
$1.27M 0.22%
9,249
117
$1.25M 0.22%
7,795
118
$1.25M 0.22%
41,352
119
$1.22M 0.21%
14,946
120
$1.21M 0.21%
5,667
121
$1.2M 0.21%
7,140
122
$1.18M 0.21%
5,489
123
$1.17M 0.21%
71,869
124
$1.15M 0.2%
13,572
125
$1.14M 0.2%
9,466
3 4
5
6 7