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
251
$480K 0.08%
2,828
+410
252
$475K 0.08%
6,517
+930
253
$472K 0.08%
1,537
+223
254
$467K 0.08%
7,723
+1,100
255
$467K 0.08%
6,135
-4,823
256
$466K 0.08%
5,990
+901
257
$466K 0.08%
13,001
-49,892
258
$461K 0.08%
9,480
+1,403
259
$461K 0.08%
8,754
+1,120
260
$459K 0.07%
6,926
+1,152
261
$455K 0.07%
3,040
+426
262
$453K 0.07%
6,056
+1,030
263
$447K 0.07%
6,457
-24,356
264
$442K 0.07%
3,736
+509
265
$441K 0.07%
5,136
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266
$438K 0.07%
3,211
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267
$437K 0.07%
7,179
+1,099
268
$433K 0.07%
3,166
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269
$432K 0.07%
1,772
-8,851
270
$432K 0.07%
1,993
+267
271
$430K 0.07%
8,010
+755
272
$424K 0.07%
2,929
+434
273
$417K 0.07%
+5,567
274
$414K 0.07%
22,685
+3,419
275
$410K 0.07%
8,980
+1,288
9 10
11
12 13