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
251
$612K 0.07%
2,090
+563
252
$611K 0.07%
5,708
-4,243
253
$611K 0.07%
7,017
+1,980
254
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5,274
+1,331
255
$607K 0.07%
3,340
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256
$606K 0.07%
2,936
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257
$601K 0.07%
12,720
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258
$595K 0.07%
8,787
-7,131
259
$587K 0.07%
3,107
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260
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2,433
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261
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7,130
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262
$581K 0.07%
12,846
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263
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3,944
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264
$578K 0.07%
8,664
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265
$576K 0.07%
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266
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267
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268
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269
$570K 0.07%
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270
$563K 0.07%
4,006
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271
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5,261
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272
$559K 0.07%
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273
$558K 0.07%
9,361
-2,912
274
$557K 0.07%
+2,192
275
$556K 0.07%
881
+509
9 10
11
12 13