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
301
$358K 0.06%
+2,622
302
$357K 0.06%
9,322
+1,122
303
$353K 0.06%
13,588
+2,038
304
$348K 0.06%
4,224
+579
305
$344K 0.06%
1,438
+211
306
$343K 0.06%
3,478
-1,135
307
$342K 0.06%
+3,570
308
$339K 0.06%
+7,110
309
$339K 0.06%
+2,086
310
$336K 0.05%
3,923
+594
311
$335K 0.05%
1,919
+270
312
$332K 0.05%
3,732
+559
313
$331K 0.05%
2,147
+324
314
$329K 0.05%
836
-2,155
315
$329K 0.05%
1,757
+329
316
$327K 0.05%
+587
317
$325K 0.05%
7,506
-40,447
318
$325K 0.05%
2,694
-116
319
$324K 0.05%
6,686
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320
$322K 0.05%
+8,423
321
$322K 0.05%
4,389
-1,513
322
$320K 0.05%
3,985
+634
323
$319K 0.05%
2,773
+390
324
$318K 0.05%
3,921
+567
325
$314K 0.05%
+10,033
11 12
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