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
$337M
AUM Growth
-$64.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$6.82M
2
+$4.27M
3
+$3.94M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.87M
5
KLAC icon
KLA
KLAC
+$2.11M

Top Sells

1
+$5.99M
2
+$5.33M
3
+$4.41M
4
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$4.14M
5
UTHR icon
United Therapeutics
UTHR
+$2.67M

Sector Composition

1 Consumer Discretionary 11.55%
2 Technology 6.23%
3 Industrials 3.05%
4 Healthcare 2.94%
5 Materials 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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180
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182
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183
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184
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186
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-135,494
187
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-17,211
4 5 6 7
8