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
$893M
AUM Growth
+$45.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$6.01M
2
+$5.47M
3
+$4.73M
4
AMZN icon
Amazon
AMZN
+$2.85M
5
TSLA icon
Tesla
TSLA
+$1.87M

Top Sells

1
+$1.26M
2
+$1.09M
3
+$897K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$635K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$475K

Sector Composition

1 Technology 20.39%
2 Healthcare 11.6%
3 Consumer Discretionary 9.76%
4 Financials 9.75%
5 Communication Services 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$745K 0.08%
22,190
+998
227
$740K 0.08%
10,248
+1,149
228
$736K 0.08%
6,792
-10,045
229
$735K 0.08%
8,504
+1,829
230
$732K 0.08%
15,966
+1,842
231
$727K 0.08%
12,695
+2,380
232
$717K 0.08%
4,474
+468
233
$712K 0.08%
6,696
+740
234
$708K 0.08%
37,428
+4,122
235
$705K 0.08%
2,484
+270
236
$698K 0.08%
5,519
+585
237
$682K 0.08%
9,739
+1,075
238
$675K 0.08%
2,247
+214
239
$671K 0.08%
3,265
+112
240
$667K 0.07%
3,106
+338
241
$664K 0.07%
4,390
+880
242
$660K 0.07%
2,720
+307
243
$658K 0.07%
1,010
+104
244
$655K 0.07%
22,068
+2,384
245
$647K 0.07%
17,074
+1,864
246
$646K 0.07%
5,865
+591
247
$646K 0.07%
12,667
+495
248
$644K 0.07%
7,714
249
$641K 0.07%
5,194
250
$640K 0.07%
5,660
+113
8 9
10
11 12