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EF

Empirical Finance Portfolio holdings

AUM $2.13B
1-Year Est. Return 29.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$395M
AUM Growth
+$1.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Discretionary 11.18%
2 Technology 7.58%
3 Healthcare 4.28%
4 Consumer Staples 2.63%
5 Communication Services 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-28,984
177
-4,406
178
-28,054
179
-3,014
180
-22,224
181
-374
182
-10,136
183
-90,930
184
-2,669
185
-2,932
186
-124,766
187
-3,198
188
-150,266
189
-53,156
190
-938
191
-49,211
192
-25,084
193
-2,309
194
-1,804
195
-64,392
196
-26,616
197
-15,409
198
-69,544
199
-9,253
200
-3,632