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
176
$1.53M 0.1%
17,399
-1,021
177
$1.52M 0.1%
25,451
-1,616
178
$1.52M 0.1%
24,165
-10,669
179
$1.52M 0.1%
28,105
-1,690
180
$1.52M 0.09%
3,554
-342
181
$1.51M 0.09%
2,332
-196
182
$1.49M 0.09%
19,735
-1,504
183
$1.47M 0.09%
6,543
-524
184
$1.46M 0.09%
12,467
-1,037
185
$1.46M 0.09%
9,131
-797
186
$1.45M 0.09%
9,936
+4,652
187
$1.44M 0.09%
+8,383
188
$1.4M 0.09%
12,489
189
$1.39M 0.09%
8,200
-718
190
$1.39M 0.09%
12,255
-966
191
$1.39M 0.09%
4,355
+322
192
$1.38M 0.09%
28,138
-1,720
193
$1.37M 0.09%
2,822
-199
194
$1.36M 0.09%
1,511
-109
195
$1.36M 0.09%
9,234
-675
196
$1.36M 0.08%
5,030
-455
197
$1.35M 0.08%
6,972
-496
198
$1.34M 0.08%
13,940
-1,089
199
$1.33M 0.08%
18,987
-1,409
200
$1.32M 0.08%
4,754
-398
6 7
8
9 10