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
$847M
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
469
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$11.7M
3
+$6.78M
4
AMZN icon
Amazon
AMZN
+$6.68M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.99M

Top Sells

1
+$3.67M
2
+$1.67M
3
+$1.23M
4
NNN icon
NNN REIT
NNN
+$1.12M
5
BC icon
Brunswick
BC
+$1.06M

Sector Composition

1 Technology 20.41%
2 Healthcare 11.26%
3 Consumer Discretionary 10.4%
4 Financials 9.19%
5 Communication Services 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$681K 0.08%
5,076
+1,168
227
$680K 0.08%
8,660
+2,303
228
$680K 0.08%
4,349
+1,131
229
$679K 0.08%
3,153
-446
230
$676K 0.08%
9,518
-8,246
231
$660K 0.08%
5,956
+1,604
232
$654K 0.08%
11,197
+2,748
233
$652K 0.08%
12,491
+3,233
234
$651K 0.08%
4,934
+1,279
235
$648K 0.08%
17,387
-15,066
236
$647K 0.08%
9,578
+2,551
237
$643K 0.08%
16,196
-3,073
238
$640K 0.08%
10,492
-9,088
239
$638K 0.08%
10,465
-9,067
240
$633K 0.07%
2,768
+731
241
$631K 0.07%
5,547
-3,598
242
$630K 0.07%
19,684
+5,270
243
$629K 0.07%
2,413
+669
244
$620K 0.07%
5,710
+1,538
245
$619K 0.07%
17,933
246
$619K 0.07%
12,898
+3,388
247
$617K 0.07%
5,247
+1,314
248
$616K 0.07%
9,099
+2,482
249
$614K 0.07%
5,664
+1,471
250
$613K 0.07%
2,033
+500
8 9
10
11 12