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
301
$493K 0.06%
5,666
-1,763
302
$493K 0.06%
11,413
+2,352
303
$491K 0.06%
2,252
+377
304
$489K 0.06%
4,852
-10,518
305
$489K 0.06%
6,526
-5,655
306
$487K 0.06%
5,376
-1,673
307
$487K 0.06%
818
+261
308
$484K 0.06%
2,501
+663
309
$484K 0.06%
6,488
+1,720
310
$484K 0.06%
6,675
+1,227
311
$483K 0.06%
+1,165
312
$483K 0.06%
3,094
+400
313
$481K 0.06%
11,916
-10,323
314
$479K 0.06%
7,714
-2,400
315
$479K 0.06%
12,979
-1
316
$478K 0.06%
10,015
+2,575
317
$472K 0.06%
40,258
-33,489
318
$471K 0.06%
2,268
+609
319
$469K 0.06%
10,487
-9,087
320
$469K 0.06%
1,064
+278
321
$461K 0.05%
9,324
-2,765
322
$461K 0.05%
2,984
-2,584
323
$460K 0.05%
4,953
+1,093
324
$457K 0.05%
3,994
-3,460
325
$456K 0.05%
3,024
+1,197
11 12
13
14 15