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
$569M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$394K

Sector Composition

1 Technology 15.44%
2 Consumer Discretionary 12.01%
3 Healthcare 10.13%
4 Industrials 9.37%
5 Financials 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.12M 0.2%
73,124
127
$1.09M 0.19%
49,783
128
$1.08M 0.19%
15,158
129
$1.06M 0.19%
13,746
130
$1.05M 0.19%
1,594
131
$1.05M 0.19%
1,459
132
$1.04M 0.18%
10,958
133
$1.03M 0.18%
17,187
134
$1.03M 0.18%
19,609
135
$1.03M 0.18%
7,035
136
$1.03M 0.18%
2,991
137
$1.02M 0.18%
5,603
138
$1.02M 0.18%
11,099
139
$994K 0.17%
2,616
140
$994K 0.17%
14,509
141
$986K 0.17%
3,615
142
$979K 0.17%
48,697
143
$974K 0.17%
22,692
144
$957K 0.17%
17,786
145
$951K 0.17%
427
146
$909K 0.16%
5,147
147
$900K 0.16%
3,411
148
$891K 0.16%
26,578
149
$856K 0.15%
3,181
150
$853K 0.15%
11,342
4 5
6
7 8