EF

Empirical Finance Portfolio holdings

AUM $2.1B
1-Year Est. Return 26.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$402M
AUM Growth
+$7.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$2.44M
3
+$1.68M
4
MU icon
Micron Technology
MU
+$1.66M
5
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$1.62M

Top Sells

1
+$7.92M
2
+$2.58M
3
+$2.38M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.96M
5
HLF icon
Herbalife
HLF
+$1.86M

Sector Composition

1 Consumer Discretionary 10.65%
2 Technology 6.65%
3 Healthcare 3.85%
4 Materials 2.76%
5 Industrials 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$200K 0.05%
8,078
+30
152
$193K 0.05%
3,572
+402
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