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
$1.36B
AUM Growth
+$70.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$7.81M
2
+$7.75M
3
+$4.3M
4
NVDA icon
NVIDIA
NVDA
+$3.85M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.72M

Top Sells

1
+$511K
2
+$505K
3
+$504K
4
CLF icon
Cleveland-Cliffs
CLF
+$464K
5
HUN icon
Huntsman Corp
HUN
+$417K

Sector Composition

1 Technology 24.76%
2 Healthcare 11.94%
3 Financials 9.83%
4 Consumer Discretionary 9.26%
5 Communication Services 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.24M 0.09%
6,038
+558
202
$1.24M 0.09%
13,016
+1,184
203
$1.23M 0.09%
28,454
+2,950
204
$1.23M 0.09%
11,240
+1,134
205
$1.22M 0.09%
17,985
+1,577
206
$1.2M 0.09%
6,911
+603
207
$1.2M 0.09%
16,161
+54
208
$1.19M 0.09%
11,086
+1,065
209
$1.18M 0.09%
12,642
+1,333
210
$1.18M 0.09%
7,958
+777
211
$1.17M 0.09%
10,457
+1,003
212
$1.16M 0.09%
14,428
+1,435
213
$1.16M 0.09%
17,526
+1,674
214
$1.16M 0.09%
8,006
+765
215
$1.15M 0.08%
12,489
216
$1.14M 0.08%
13,319
-3,311
217
$1.14M 0.08%
3,984
+361
218
$1.13M 0.08%
68,437
+6,826
219
$1.13M 0.08%
4,954
+456
220
$1.13M 0.08%
20,405
+1,984
221
$1.13M 0.08%
9,362
+762
222
$1.12M 0.08%
9,767
+398
223
$1.11M 0.08%
25,942
+2,039
224
$1.1M 0.08%
9,566
+774
225
$1.1M 0.08%
6,047
+52
7 8
9
10 11