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
$1.36B
AUM Growth
+$70.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$7.81M
2
+$7.75M
3
+$4.3M
4
NVDA icon
NVIDIA
NVDA
+$3.85M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.72M

Top Sells

1
+$511K
2
+$505K
3
+$504K
4
CLF icon
Cleveland-Cliffs
CLF
+$464K
5
HUN icon
Huntsman Corp
HUN
+$417K

Sector Composition

1 Technology 24.76%
2 Healthcare 11.94%
3 Financials 9.83%
4 Consumer Discretionary 9.26%
5 Communication Services 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.13M 0.16%
4,384
+378
127
$2.12M 0.16%
8,328
+784
128
$2.07M 0.15%
29,146
+2,766
129
$2.02M 0.15%
33,390
+2,280
130
$2.02M 0.15%
12,891
+713
131
$2M 0.15%
13,125
+1,150
132
$1.96M 0.14%
20,269
+1,749
133
$1.94M 0.14%
14,791
134
$1.9M 0.14%
12,281
+684
135
$1.9M 0.14%
7,708
+439
136
$1.85M 0.14%
49,742
+4,691
137
$1.85M 0.14%
58,484
138
$1.81M 0.13%
23,143
+1,921
139
$1.8M 0.13%
16,307
+1,304
140
$1.8M 0.13%
9,172
+765
141
$1.78M 0.13%
3,670
+365
142
$1.75M 0.13%
7,925
+751
143
$1.75M 0.13%
14,262
+1,361
144
$1.75M 0.13%
3,968
+158
145
$1.74M 0.13%
5,517
+503
146
$1.74M 0.13%
47,500
+4,500
147
$1.73M 0.13%
4,449
+438
148
$1.73M 0.13%
41,234
+3,916
149
$1.72M 0.13%
679
+42
150
$1.72M 0.13%
33,329
+2,075
4 5
6
7 8