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
276
$578K 0.06%
3,492
+385
277
$578K 0.06%
6,559
+739
278
$577K 0.06%
2,813
+561
279
$577K 0.06%
13,396
+1,345
280
$577K 0.06%
18,046
281
$575K 0.06%
14,392
+1,494
282
$574K 0.06%
16,772
+576
283
$574K 0.06%
1,026
+228
284
$570K 0.06%
6,333
+695
285
$565K 0.06%
5,261
286
$562K 0.06%
14,532
+3,119
287
$560K 0.06%
9,258
-66
288
$559K 0.06%
16,080
+1,848
289
$559K 0.06%
5,227
+1,073
290
$556K 0.06%
5,410
291
$554K 0.06%
2,336
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292
$549K 0.06%
17,387
293
$548K 0.06%
14,851
+1,587
294
$545K 0.06%
3,734
295
$538K 0.06%
4,063
+435
296
$528K 0.06%
10,465
297
$524K 0.06%
3,318
+382
298
$521K 0.06%
11,170
+1,155
299
$520K 0.06%
2,658
+299
300
$519K 0.06%
1,264
+153
10 11
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