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
$1.6B
AUM Growth
-$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$1.44M
3
+$831K
4
CROX icon
Crocs
CROX
+$679K
5
THC icon
Tenet Healthcare
THC
+$653K

Top Sells

1
+$8.77M
2
+$2.64M
3
+$2.62M
4
MSFT icon
Microsoft
MSFT
+$2.48M
5
GE icon
GE Aerospace
GE
+$1.97M

Sector Composition

1 Technology 31.07%
2 Healthcare 11.23%
3 Financials 10.16%
4 Communication Services 9.75%
5 Consumer Discretionary 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.93M 0.12%
48,523
-2,203
152
$1.91M 0.12%
18,668
-5,387
153
$1.9M 0.12%
20,555
-1,491
154
$1.85M 0.12%
11,704
-828
155
$1.85M 0.12%
624
-72
156
$1.85M 0.12%
24,854
-2,585
157
$1.84M 0.12%
52,583
+16,819
158
$1.84M 0.11%
13,264
-1,180
159
$1.83M 0.11%
1,740
-236
160
$1.81M 0.11%
17,625
-1,130
161
$1.79M 0.11%
7,241
-546
162
$1.78M 0.11%
28,186
-2,009
163
$1.74M 0.11%
44,840
-3,098
164
$1.69M 0.11%
18,963
-1,943
165
$1.69M 0.11%
11,633
-901
166
$1.69M 0.11%
7,868
-668
167
$1.67M 0.1%
18,266
-1,308
168
$1.66M 0.1%
132,696
-10,186
169
$1.61M 0.1%
7,904
-653
170
$1.6M 0.1%
21,052
-1,396
171
$1.58M 0.1%
4,236
-307
172
$1.58M 0.1%
11,431
-797
173
$1.55M 0.1%
22,087
-2,283
174
$1.55M 0.1%
45,889
+13,597
175
$1.55M 0.1%
14,074
-737
5 6
7
8 9