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EF

Empirical Finance Portfolio holdings

AUM $2.13B
1-Year Est. Return 29.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$395M
AUM Growth
+$1.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Discretionary 11.18%
2 Technology 7.58%
3 Healthcare 4.28%
4 Consumer Staples 2.63%
5 Communication Services 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-9,000
152
-17,578
153
-1,027
154
-1,665
155
-25,724
156
-36,659
157
-17,717
158
-14,737
159
-10,130
160
-113,209
161
-48,438
162
-7,785
163
-1,954
164
-66,293
165
-26,095
166
-8,317
167
-14,866
168
-23,362
169
-44,701
170
-19,913
171
-20,486
172
-23,638
173
-2,248
174
-1,936
175
-27,167