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
276
$410K 0.07%
6,229
+952
277
$409K 0.07%
632
+99
278
$407K 0.07%
273
+28
279
$407K 0.07%
3,795
+573
280
$402K 0.07%
6,628
+975
281
$402K 0.07%
1,630
+258
282
$398K 0.06%
1,391
+207
283
$394K 0.06%
2,521
+360
284
$393K 0.06%
8,860
+1,252
285
$392K 0.06%
4,104
+612
286
$392K 0.06%
283
+36
287
$387K 0.06%
4,734
+720
288
$385K 0.06%
1,879
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289
$384K 0.06%
3,600
+640
290
$383K 0.06%
1,998
+277
291
$379K 0.06%
4,858
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292
$377K 0.06%
9,213
+1,290
293
$376K 0.06%
+3,260
294
$376K 0.06%
1,965
-8,452
295
$370K 0.06%
10,787
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296
$367K 0.06%
6,167
+918
297
$364K 0.06%
6,853
-33,061
298
$363K 0.06%
2,718
+410
299
$361K 0.06%
1,452
+169
300
$358K 0.06%
5,987
+886
10 11
12
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