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
$613M
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1 +$5.89M
2 +$3.44M
3 +$3.37M
4
AMZN icon
Amazon
AMZN
+$2.62M
5
UNH icon
UnitedHealth
UNH
+$1.56M

Top Sells

1 +$10.2M
2 +$8.11M
3 +$7.95M
4
URI icon
United Rentals
URI
+$4.61M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.09M

Sector Composition

1 Technology 17%
2 Healthcare 11.66%
3 Consumer Discretionary 9.86%
4 Financials 8.7%
5 Communication Services 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$569K 0.09%
8,976
+1,417
227
$567K 0.09%
6,794
+990
228
$563K 0.09%
9,408
+1,123
229
$561K 0.09%
2,594
+276
230
$560K 0.09%
8,856
+1,263
231
$542K 0.09%
4,053
+568
232
$541K 0.09%
3,662
+478
233
$541K 0.09%
2,732
+383
234
$533K 0.09%
2,833
+374
235
$529K 0.09%
4,264
+577
236
$521K 0.08%
853
+125
237
$510K 0.08%
2,104
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238
$509K 0.08%
16,115
+2,423
239
$505K 0.08%
+7,501
240
$505K 0.08%
9,862
+1,319
241
$503K 0.08%
943
+134
242
$502K 0.08%
16,200
+2,550
243
$497K 0.08%
5,879
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244
$497K 0.08%
3,452
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245
$494K 0.08%
13,080
+1,410
246
$489K 0.08%
10,283
+1,476
247
$489K 0.08%
4,769
+675
248
$486K 0.08%
3,725
+460
249
$485K 0.08%
14,168
+8,146
250
$481K 0.08%
5,981
+854