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
$393M
AUM Growth
+$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Sells

1 +$3.94M
2 +$3.9M
3 +$2.55M
4
HLF icon
Herbalife
HLF
+$2.05M
5
AEO icon
American Eagle Outfitters
AEO
+$1.62M

Sector Composition

1 Consumer Discretionary 10.74%
2 Technology 6.62%
3 Industrials 3.6%
4 Healthcare 2.82%
5 Communication Services 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$254K 0.06%
+3,014
152
$253K 0.06%
+4,406
153
$249K 0.06%
+1,027
154
$245K 0.06%
+2,309
155
$238K 0.06%
+2,932
156
$238K 0.06%
+3,198
157
$213K 0.05%
+4,400
158
$212K 0.05%
+1,936
159
$204K 0.05%
+6,770
160
$204K 0.05%
4,104
+895
161
$202K 0.05%
8,338
162
-29,213
163
-83,902
164
-1,324
165
-16,853
166
-19,431
167
-57,096
168
-34,812
169
-49,584
170
-2,658
171
-24,058
172
-11,473
173
-13,060
174
-396,108
175
-9,103