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
101
$3.03M 0.19%
46,273
-3,556
102
$3.03M 0.19%
38,882
-2,921
103
$3.02M 0.19%
20,276
-1,321
104
$2.96M 0.19%
71,310
-5,932
105
$2.93M 0.18%
23,262
-5,270
106
$2.91M 0.18%
42,396
-3,051
107
$2.9M 0.18%
46,245
-3,255
108
$2.84M 0.18%
36,554
-2,344
109
$2.8M 0.18%
9,114
-662
110
$2.77M 0.17%
31,604
-1,864
111
$2.75M 0.17%
4,705
-459
112
$2.74M 0.17%
28,213
-2,116
113
$2.71M 0.17%
40,153
-2,793
114
$2.7M 0.17%
15,593
-1,164
115
$2.69M 0.17%
12,617
-993
116
$2.68M 0.17%
18,975
-5,968
117
$2.61M 0.16%
90,449
118
$2.6M 0.16%
25,926
-1,762
119
$2.58M 0.16%
43,690
-3,045
120
$2.4M 0.15%
52,780
+10,515
121
$2.39M 0.15%
8,022
-582
122
$2.39M 0.15%
12,135
-795
123
$2.37M 0.15%
7,888
-624
124
$2.35M 0.15%
48,332
-3,470
125
$2.34M 0.15%
69,988
-6,616
3 4
5
6 7