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
$1.72B
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
505
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$2.24M
3
+$1.9M
4
AMZN icon
Amazon
AMZN
+$1.31M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.29M

Top Sells

1
+$422K
2
+$262K
3
+$214K
4
J icon
Jacobs Solutions
J
+$99.5K
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$64.1K

Sector Composition

1 Technology 30.22%
2 Healthcare 11.33%
3 Financials 10.64%
4 Consumer Discretionary 9.98%
5 Communication Services 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.18M 0.13%
19,908
+415
152
$2.17M 0.13%
58,484
153
$2.15M 0.13%
19,264
+301
154
$2.04M 0.12%
7,394
+153
155
$2.04M 0.12%
14,182
+108
156
$2.03M 0.12%
3,654
+76
157
$2.02M 0.12%
13,523
+259
158
$2.01M 0.12%
638
+14
159
$2M 0.12%
44,499
+404
160
$1.99M 0.12%
8,022
+154
161
$1.95M 0.11%
45,691
+851
162
$1.92M 0.11%
2,376
+44
163
$1.91M 0.11%
53,279
+696
164
$1.89M 0.11%
8,067
+163
165
$1.87M 0.11%
26,040
+589
166
$1.85M 0.11%
22,405
+318
167
$1.84M 0.11%
25,177
+323
168
$1.82M 0.11%
17,744
+345
169
$1.8M 0.1%
21,519
+467
170
$1.79M 0.1%
11,875
+242
171
$1.78M 0.1%
11,824
+120
172
$1.78M 0.1%
17,996
+371
173
$1.77M 0.1%
1,679
-61
174
$1.76M 0.1%
9,300
+169
175
$1.73M 0.1%
11,207
+37
5 6
7
8 9