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
$1.36B
AUM Growth
+$70.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$7.81M
2
+$7.75M
3
+$4.3M
4
NVDA icon
NVIDIA
NVDA
+$3.85M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.72M

Top Sells

1
+$511K
2
+$505K
3
+$504K
4
CLF icon
Cleveland-Cliffs
CLF
+$464K
5
HUN icon
Huntsman Corp
HUN
+$417K

Sector Composition

1 Technology 24.76%
2 Healthcare 11.94%
3 Financials 9.83%
4 Consumer Discretionary 9.26%
5 Communication Services 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.7M 0.13%
137,167
+13,316
152
$1.64M 0.12%
39,100
+6,063
153
$1.64M 0.12%
1,990
-1
154
$1.63M 0.12%
8,257
+736
155
$1.62M 0.12%
271
+8
156
$1.62M 0.12%
26,657
+1,909
157
$1.6M 0.12%
28,968
+2,969
158
$1.6M 0.12%
59,001
+4,780
159
$1.59M 0.12%
48,136
+4,935
160
$1.58M 0.12%
47,943
+5,188
161
$1.58M 0.12%
5,795
+566
162
$1.56M 0.11%
20,310
+1,457
163
$1.55M 0.11%
7,484
+770
164
$1.53M 0.11%
18,005
+1,821
165
$1.52M 0.11%
1,797
+175
166
$1.49M 0.11%
23,685
+1,714
167
$1.47M 0.11%
18,785
+1,940
168
$1.47M 0.11%
21,159
+1,751
169
$1.47M 0.11%
13,489
+872
170
$1.46M 0.11%
21,503
+2,129
171
$1.46M 0.11%
31,788
+3,352
172
$1.46M 0.11%
9,513
+911
173
$1.45M 0.11%
8,576
+833
174
$1.45M 0.11%
19,225
+1,761
175
$1.44M 0.11%
11,980
+1,128
5 6
7
8 9