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
$843M
AUM Growth
+$58.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
502
New
Increased
Reduced
Closed

Top Buys

1 +$8.5M
2 +$7.05M
3 +$4.05M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$3.17M
5
TSLA icon
Tesla
TSLA
+$2.74M

Sector Composition

1 Technology 20.16%
2 Healthcare 12.79%
3 Financials 10.37%
4 Consumer Discretionary 9.41%
5 Industrials 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$802K 0.1%
6,932
+1,106
202
$800K 0.09%
19,025
+3,159
203
$799K 0.09%
30,573
+17,751
204
$799K 0.09%
18,228
+3,501
205
$794K 0.09%
13,011
+2,224
206
$793K 0.09%
18,232
+3,024
207
$793K 0.09%
35,115
+19,115
208
$790K 0.09%
47,464
+7,945
209
$790K 0.09%
16,346
+9,193
210
$781K 0.09%
3,543
+578
211
$775K 0.09%
15,767
+2,690
212
$767K 0.09%
7,095
+1,130
213
$763K 0.09%
17,448
+2,602
214
$761K 0.09%
5,593
+874
215
$759K 0.09%
3,134
+509
216
$756K 0.09%
3,461
+584
217
$744K 0.09%
12,958
+2,107
218
$737K 0.09%
17,181
+8,909
219
$734K 0.09%
2,775
+473
220
$734K 0.09%
29,454
-12,564
221
$733K 0.09%
19,040
+2,944
222
$731K 0.09%
10,299
-2,489
223
$727K 0.09%
8,623
+1,382
224
$725K 0.09%
6,654
+1,126
225
$720K 0.09%
3,538
+569