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
$402M
AUM Growth
+$7.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$3.71M
2
+$2.49M
3
+$1.82M
4
VIAB
Viacom Inc. Class B
VIAB
+$1.77M
5
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$1.63M

Top Sells

1
+$7.92M
2
+$2.38M
3
+$2.34M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.98M
5
HLF icon
Herbalife
HLF
+$1.84M

Sector Composition

1 Consumer Discretionary 10.65%
2 Technology 6.65%
3 Healthcare 3.85%
4 Materials 2.76%
5 Industrials 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$285K 0.07%
2,197
+255
127
$278K 0.07%
3,371
+94
128
$276K 0.07%
1,652
+38
129
$262K 0.07%
885
+22
130
$261K 0.06%
1,807
+203
131
$260K 0.06%
813
132
$257K 0.06%
951
+111
133
$256K 0.06%
+1,573
134
$254K 0.06%
2,812
+92
135
$249K 0.06%
2,522
+80
136
$249K 0.06%
+2,304
137
$247K 0.06%
1,402
+162
138
$246K 0.06%
+3,351
139
$244K 0.06%
+1,527
140
$244K 0.06%
2,991
+347
141
$235K 0.06%
2,057
142
$230K 0.06%
+2,711
143
$224K 0.06%
+3,711
144
$223K 0.06%
2,087
145
$211K 0.05%
+2,396
146
$210K 0.05%
10,388
147
$209K 0.05%
+1,950
148
$207K 0.05%
+2,450
149
$206K 0.05%
+1,921
150
$204K 0.05%
+1,283
3 4 5
6
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