EF
Empirical Finance Portfolio holdings
AUM
$1.91B
This Quarter Return
-20.14%
1 Year Return
+20.92%
3 Year Return
+99.72%
5 Year Return
+166.86%
10 Year Return
–
AUM
$322M
AUM Growth
+$322M
(-22%)
Cap. Flow
-$2.9M
Cap. Flow
% of AUM
-0.9%
Top 10 Holdings %
Top 10 Hldgs %
43.93%
Holding
251
New
49
Increased
124
Reduced
26
Closed
42
Top Buys
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$22.5M |
| 2 |
Schwab Intermediately-Term US Treasury ETF
SCHR
|
$6.32M |
| 3 |
Microsoft
MSFT
|
$2.47M |
| 4 |
Apple
AAPL
|
$2.15M |
| 5 |
Amazon
AMZN
|
$1.59M |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 11.03% |
| 2 | Healthcare | 9.44% |
| 3 | Technology | 9.37% |
| 4 | Industrials | 7.16% |
| 5 | Communication Services | 4.58% |