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
176
$1.7M 0.1%
3,623
+69
177
$1.68M 0.1%
20,063
+328
178
$1.68M 0.1%
21,657
+450
179
$1.66M 0.1%
28,787
+649
180
$1.66M 0.1%
11,690
+259
181
$1.65M 0.1%
9,088
+154
182
$1.63M 0.1%
19,056
+69
183
$1.6M 0.09%
1,543
+32
184
$1.59M 0.09%
29,746
+1,354
185
$1.59M 0.09%
6,673
+130
186
$1.58M 0.09%
2,719
+58
187
$1.57M 0.09%
4,373
+18
188
$1.57M 0.09%
4,838
+84
189
$1.55M 0.09%
9,078
+878
190
$1.55M 0.09%
15,012
+173
191
$1.54M 0.09%
17,282
+381
192
$1.54M 0.09%
12,724
+257
193
$1.52M 0.09%
10,231
+196
194
$1.51M 0.09%
28,821
+716
195
$1.51M 0.09%
21,491
+81
196
$1.5M 0.09%
18,650
+384
197
$1.49M 0.09%
12,489
198
$1.49M 0.09%
6,300
+129
199
$1.49M 0.09%
67,428
+1,325
200
$1.49M 0.09%
20,160
+388
6 7
8
9 10