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
201
$1.31M 0.08%
66,103
-5,145
202
$1.3M 0.08%
6,171
-489
203
$1.3M 0.08%
16,198
-1,940
204
$1.3M 0.08%
10,035
-830
205
$1.3M 0.08%
24,096
-1,938
206
$1.3M 0.08%
8,934
-4,941
207
$1.29M 0.08%
7,762
-538
208
$1.29M 0.08%
11,170
-2,327
209
$1.29M 0.08%
10,842
-735
210
$1.28M 0.08%
2,661
-209
211
$1.28M 0.08%
21,207
-1,809
212
$1.27M 0.08%
36,978
+5,105
213
$1.27M 0.08%
23,866
-1,928
214
$1.26M 0.08%
25,316
-1,886
215
$1.25M 0.08%
14,839
+7,727
216
$1.25M 0.08%
19,772
-1,709
217
$1.25M 0.08%
16,901
-1,224
218
$1.23M 0.08%
3,189
+1,308
219
$1.23M 0.08%
4,826
-281
220
$1.22M 0.08%
18,437
-1,520
221
$1.22M 0.08%
17,051
-1,213
222
$1.22M 0.08%
38,728
-2,606
223
$1.21M 0.08%
8,717
-903
224
$1.21M 0.08%
5,385
-269
225
$1.2M 0.08%
2,682
-226
7 8
9
10 11