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
101
$2.95M 0.22%
20,847
+891
102
$2.83M 0.21%
68,874
+6,299
103
$2.82M 0.21%
20,268
+1,993
104
$2.8M 0.21%
16,088
+1,407
105
$2.75M 0.2%
50,095
+5,245
106
$2.66M 0.2%
19,005
+1,682
107
$2.61M 0.19%
40,227
+1,905
108
$2.61M 0.19%
11,359
+772
109
$2.59M 0.19%
49,093
+4,665
110
$2.57M 0.19%
9,945
+1,005
111
$2.48M 0.18%
12,402
+1,179
112
$2.46M 0.18%
20,471
+1,628
113
$2.41M 0.18%
37,284
+3,725
114
$2.36M 0.17%
20,884
+2,069
115
$2.34M 0.17%
26,558
+2,525
116
$2.31M 0.17%
39,594
+3,249
117
$2.28M 0.17%
74,289
+5,641
118
$2.27M 0.17%
4,959
+394
119
$2.27M 0.17%
90,117
-20,000
120
$2.25M 0.17%
9,758
+877
121
$2.24M 0.16%
5,086
+457
122
$2.2M 0.16%
9,382
+898
123
$2.18M 0.16%
5,012
+373
124
$2.18M 0.16%
7,678
+738
125
$2.17M 0.16%
8,203
+764
3 4
5
6 7