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
$1.6B
AUM Growth
-$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$1.44M
3
+$831K
4
CROX icon
Crocs
CROX
+$679K
5
THC icon
Tenet Healthcare
THC
+$653K

Top Sells

1
+$8.77M
2
+$2.64M
3
+$2.62M
4
MSFT icon
Microsoft
MSFT
+$2.48M
5
GE icon
GE Aerospace
GE
+$1.97M

Sector Composition

1 Technology 31.07%
2 Healthcare 11.23%
3 Financials 10.16%
4 Communication Services 9.75%
5 Consumer Discretionary 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.33M 0.15%
15,745
-1,166
127
$2.29M 0.14%
7,134
-773
128
$2.29M 0.14%
1,793
-98
129
$2.28M 0.14%
9,751
-623
130
$2.25M 0.14%
5,337
-398
131
$2.23M 0.14%
7,686
-552
132
$2.22M 0.14%
9,382
-745
133
$2.22M 0.14%
14,732
134
$2.21M 0.14%
31,395
-3,045
135
$2.19M 0.14%
4,336
-297
136
$2.18M 0.14%
20,247
-741
137
$2.18M 0.14%
37,505
-3,385
138
$2.17M 0.14%
5,625
-409
139
$2.16M 0.14%
10,804
-885
140
$2.15M 0.13%
19,493
-1,521
141
$2.13M 0.13%
13,713
-1,088
142
$2.13M 0.13%
4,883
-392
143
$2.1M 0.13%
14,926
-873
144
$2.1M 0.13%
8,669
-793
145
$2.05M 0.13%
44,095
-5,802
146
$2.04M 0.13%
11,668
-800
147
$2.03M 0.13%
58,484
148
$2.02M 0.13%
3,578
-249
149
$2.01M 0.13%
8,453
-527
150
$1.94M 0.12%
7,505
-500
4 5
6
7 8