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
$395M
AUM Growth
+$1.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$7.56M
2
+$6.39M
3
+$5.28M
4
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$3.74M
5
HLF icon
Herbalife
HLF
+$3.68M

Top Sells

1
+$7.89M
2
+$7.07M
3
+$5.67M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$4.04M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$3.23M

Sector Composition

1 Consumer Discretionary 11.18%
2 Technology 7.58%
3 Healthcare 4.28%
4 Consumer Staples 2.63%
5 Materials 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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