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
101
$3.4M 0.2%
144,928
+3,276
102
$3.37M 0.2%
37,389
+835
103
$3.24M 0.19%
49,935
+1,052
104
$3.12M 0.18%
8,181
+159
105
$3.11M 0.18%
15,930
+337
106
$3.11M 0.18%
32,376
+772
107
$3.05M 0.18%
26,490
+564
108
$2.99M 0.17%
28,845
+632
109
$2.97M 0.17%
38,090
+585
110
$2.96M 0.17%
19,466
+442
111
$2.95M 0.17%
18,113
+61
112
$2.94M 0.17%
7,232
+98
113
$2.91M 0.17%
23,651
+389
114
$2.88M 0.17%
15,080
+154
115
$2.86M 0.17%
11,007
+203
116
$2.81M 0.16%
44,629
+939
117
$2.8M 0.16%
54,783
+2,003
118
$2.8M 0.16%
4,425
+89
119
$2.77M 0.16%
90,449
120
$2.74M 0.16%
12,406
+271
121
$2.72M 0.16%
47,275
+1,030
122
$2.67M 0.16%
41,007
+854
123
$2.67M 0.16%
12,868
+251
124
$2.64M 0.15%
19,543
+187
125
$2.63M 0.15%
4,976
+93
3 4
5
6 7