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
276
$543K 0.06%
5,638
+1,489
277
$541K 0.06%
798
+166
278
$540K 0.06%
2,951
-917
279
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18,046
-15,637
280
$531K 0.06%
7,066
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281
$530K 0.06%
5,820
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282
$529K 0.06%
3,259
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283
$528K 0.06%
33,306
+9,191
284
$525K 0.06%
12,051
+3,131
285
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5,407
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286
$522K 0.06%
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287
$521K 0.06%
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288
$518K 0.06%
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289
$516K 0.06%
19,727
-5,999
290
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291
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292
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14,232
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293
$506K 0.06%
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294
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295
$506K 0.06%
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296
$504K 0.06%
5,194
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297
$499K 0.06%
5,410
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298
$498K 0.06%
1,491
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299
$497K 0.06%
5,825
+1,616
300
$494K 0.06%
13,264
+3,485
10 11
12
13 14