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
251
$631K 0.07%
2,995
+562
252
$630K 0.07%
2,348
253
$630K 0.07%
2,251
+247
254
$626K 0.07%
9,518
255
$626K 0.07%
13,973
+1,482
256
$625K 0.07%
15,853
257
$624K 0.07%
6,587
+762
258
$622K 0.07%
6,872
+732
259
$622K 0.07%
8,611
260
$621K 0.07%
452
+47
261
$613K 0.07%
19,557
+1,624
262
$613K 0.07%
7,130
263
$609K 0.07%
2,809
+308
264
$609K 0.07%
7,918
+901
265
$607K 0.07%
2,636
+344
266
$607K 0.07%
6,081
+674
267
$603K 0.07%
1,382
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268
$603K 0.07%
10,192
+1,332
269
$599K 0.07%
4,571
+492
270
$599K 0.07%
6,877
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271
$598K 0.07%
3,259
272
$589K 0.07%
4,425
+481
273
$585K 0.07%
6,396
+686
274
$583K 0.07%
9,938
+1,070
275
$583K 0.07%
3,375
+129
9 10
11
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