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
$358M
AUM Growth
-$6.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$1.53M
3
+$1.52M
4
BIIB icon
Biogen
BIIB
+$1.48M
5
TPR icon
Tapestry
TPR
+$1.46M

Top Sells

1
+$2.27M
2
+$2.05M
3
+$1.91M
4
TECD
Tech Data Corp
TECD
+$1.87M
5
SKX
Skechers
SKX
+$1.69M

Sector Composition

1 Consumer Discretionary 11.47%
2 Technology 5.54%
3 Healthcare 4.87%
4 Industrials 4.3%
5 Communication Services 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$416K 0.12%
6,028
+92
127
$403K 0.11%
10,179
+183
128
$372K 0.1%
29,749
129
$357K 0.1%
6,485
-95
130
$341K 0.1%
4,077
+81
131
$328K 0.09%
10,236
+64
132
$317K 0.09%
1,149
+23
133
$309K 0.09%
1,072
+21
134
$306K 0.09%
1,583
+24
135
$301K 0.08%
3,201
+55
136
$300K 0.08%
2,158
-11,482
137
$298K 0.08%
1,764
+32
138
$298K 0.08%
2,306
+41
139
$294K 0.08%
3,308
140
$292K 0.08%
3,299
+49
141
$291K 0.08%
1,799
+30
142
$286K 0.08%
9,758
-56,477
143
$277K 0.08%
2,673
+56
144
$276K 0.08%
3,635
+71
145
$274K 0.08%
941
+19
146
$272K 0.08%
3,632
147
$271K 0.08%
1,014
+21
148
$257K 0.07%
4,412
+92
149
$252K 0.07%
2,938
+60
150
$251K 0.07%
2,242
+37
3 4 5
6
7