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
$322M
AUM Growth
-$89.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1 +$22.5M
2 +$6.32M
3 +$2.47M
4
AAPL icon
Apple
AAPL
+$2.15M
5
AMZN icon
Amazon
AMZN
+$1.59M

Sector Composition

1 Consumer Discretionary 11.03%
2 Healthcare 9.44%
3 Technology 9.37%
4 Industrials 7.16%
5 Communication Services 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$340K 0.11%
7,118
+2,509
152
$339K 0.11%
1,476
+537
153
$337K 0.1%
4,163
+1,520
154
$331K 0.1%
4,983
+1,765
155
$331K 0.1%
28,611
+1,661
156
$330K 0.1%
4,572
+1,720
157
$330K 0.1%
1,998
+669
158
$328K 0.1%
2,786
+985
159
$324K 0.1%
5,982
+2,193
160
$312K 0.1%
21,401
-15,059
161
$307K 0.1%
12,825
162
$306K 0.1%
1,837
+660
163
$303K 0.09%
688
+241
164
$298K 0.09%
1,928
+651
165
$296K 0.09%
6,129
-332
166
$294K 0.09%
8,541
+2,943
167
$292K 0.09%
3,074
+1,192
168
$288K 0.09%
951
+293
169
$279K 0.09%
3,002
+1,037
170
$270K 0.08%
+5,943
171
$270K 0.08%
14,157
+4,806
172
$269K 0.08%
5,878
-22,982
173
$262K 0.08%
8,016
+2,887
174
$262K 0.08%
+3,551
175
$262K 0.08%
+4,407