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
201
$1.49M 0.09%
11,082
+240
202
$1.48M 0.09%
14,216
+276
203
$1.47M 0.09%
4,926
+100
204
$1.46M 0.09%
16,387
+189
205
$1.46M 0.09%
2,887
+65
206
$1.45M 0.08%
24,588
+492
207
$1.44M 0.08%
9,972
+36
208
$1.43M 0.08%
135,549
+2,853
209
$1.43M 0.08%
7,114
+142
210
$1.42M 0.08%
18,805
+368
211
$1.41M 0.08%
39,550
+822
212
$1.39M 0.08%
2,738
+56
213
$1.39M 0.08%
34,193
+741
214
$1.39M 0.08%
21,007
+452
215
$1.38M 0.08%
13,347
+178
216
$1.37M 0.08%
5,131
+101
217
$1.37M 0.08%
4,323
+87
218
$1.36M 0.08%
7,946
+184
219
$1.36M 0.08%
17,600
+337
220
$1.36M 0.08%
17,395
+344
221
$1.36M 0.08%
46,651
+762
222
$1.34M 0.08%
25,733
+417
223
$1.33M 0.08%
24,364
+498
224
$1.33M 0.08%
10,675
+184
225
$1.32M 0.08%
22,981
+471
7 8
9
10 11