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
$1.72B
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
505
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$2.24M
3
+$1.9M
4
AMZN icon
Amazon
AMZN
+$1.31M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.29M

Top Sells

1
+$422K
2
+$262K
3
+$214K
4
J icon
Jacobs Solutions
J
+$99.5K
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$64.1K

Sector Composition

1 Technology 30.22%
2 Healthcare 11.33%
3 Financials 10.64%
4 Consumer Discretionary 9.98%
5 Communication Services 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.63M 0.15%
1,840
+47
127
$2.61M 0.15%
19,079
+411
128
$2.59M 0.15%
5,456
+119
129
$2.59M 0.15%
13,989
+276
130
$2.58M 0.15%
5,746
+121
131
$2.53M 0.15%
19,236
+261
132
$2.52M 0.15%
9,313
+199
133
$2.51M 0.15%
9,565
+183
134
$2.51M 0.15%
16,078
+333
135
$2.47M 0.14%
14,732
136
$2.47M 0.14%
49,387
+1,055
137
$2.46M 0.14%
71,157
+1,169
138
$2.46M 0.14%
31,995
+600
139
$2.45M 0.14%
11,909
+241
140
$2.4M 0.14%
9,970
+219
141
$2.37M 0.14%
7,851
+165
142
$2.36M 0.14%
4,778
+73
143
$2.32M 0.14%
28,829
+643
144
$2.29M 0.13%
49,982
+1,459
145
$2.28M 0.13%
7,672
+167
146
$2.21M 0.13%
8,669
+216
147
$2.21M 0.13%
20,247
148
$2.2M 0.13%
8,044
+156
149
$2.19M 0.13%
8,823
+154
150
$2.19M 0.13%
8,579
+196
4 5
6
7 8