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
326
$314K 0.05%
3,823
+559
327
$309K 0.05%
7,580
+1,109
328
$302K 0.05%
1,733
+250
329
$294K 0.05%
+1,258
330
$293K 0.05%
2,659
+411
331
$293K 0.05%
1,897
+310
332
$292K 0.05%
8,868
+1,480
333
$289K 0.05%
2,501
+343
334
$289K 0.05%
2,745
+445
335
$288K 0.05%
+4,962
336
$286K 0.05%
3,653
+511
337
$284K 0.05%
3,961
+632
338
$278K 0.05%
2,798
+402
339
$277K 0.05%
2,522
+363
340
$276K 0.05%
+3,156
341
$272K 0.04%
+1,562
342
$271K 0.04%
+512
343
$270K 0.04%
1,498
+217
344
$270K 0.04%
3,872
+593
345
$270K 0.04%
+1,380
346
$264K 0.04%
+4,263
347
$262K 0.04%
+7,035
348
$260K 0.04%
+1,726
349
$260K 0.04%
+1,589
350
$260K 0.04%
+739
12 13
14
15 16