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
301
$516K 0.06%
14,160
+1,942
302
$512K 0.06%
11,183
+2,304
303
$510K 0.06%
3,989
+325
304
$508K 0.06%
3,676
+13
305
$507K 0.06%
2,941
+749
306
$507K 0.06%
3,129
+367
307
$505K 0.06%
7,201
+804
308
$502K 0.06%
12,751
+1,579
309
$495K 0.06%
1,393
+272
310
$494K 0.06%
4,160
311
$494K 0.06%
1,660
+169
312
$492K 0.06%
5,376
313
$490K 0.05%
3,707
+410
314
$490K 0.05%
3,284
+392
315
$487K 0.05%
6,777
+697
316
$481K 0.05%
12,163
+2,491
317
$480K 0.05%
2,169
+452
318
$479K 0.05%
15,284
+1,748
319
$478K 0.05%
19,608
-119
320
$476K 0.05%
4,771
+524
321
$474K 0.05%
10,344
+1,171
322
$472K 0.05%
6,330
+666
323
$470K 0.05%
4,726
+515
324
$468K 0.05%
3,561
+537
325
$468K 0.05%
8,787
11 12
13
14 15