EF

Empirical Finance Portfolio holdings

AUM $2.1B
1-Year Est. Return 26.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$290M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.77M
3
+$2.04M
4
INTC icon
Intel
INTC
+$1.37M
5
CVS icon
CVS Health
CVS
+$1.29M

Top Sells

1
+$1.92M
2
+$1.8M
3
+$1.8M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.67M
5
MLP icon
Maui Land & Pineapple Co
MLP
+$1.56M

Sector Composition

1 Consumer Discretionary 12.19%
2 Healthcare 6.48%
3 Technology 6.39%
4 Consumer Staples 3.64%
5 Industrials 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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