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
326
$455K 0.05%
3,894
-1,207
327
$452K 0.05%
3,664
+989
328
$450K 0.05%
2,478
+651
329
$445K 0.05%
2,869
+751
330
$443K 0.05%
15,085
-4,694
331
$442K 0.05%
5,797
+1,671
332
$437K 0.05%
2,135
+662
333
$437K 0.05%
6,397
+1,727
334
$437K 0.05%
10,683
-8,935
335
$433K 0.05%
3,734
-1,162
336
$433K 0.05%
+1,251
337
$432K 0.05%
4,211
+1,123
338
$432K 0.05%
9,912
-3,034
339
$431K 0.05%
3,920
-1,219
340
$429K 0.05%
3,583
+932
341
$427K 0.05%
3,663
-3,432
342
$426K 0.05%
2,359
+662
343
$420K 0.05%
6,080
+1,583
344
$416K 0.05%
5,937
+1,605
345
$411K 0.05%
11,789
-3,668
346
$410K 0.05%
4,247
+1,142
347
$407K 0.05%
1,372
-426
348
$404K 0.05%
5,515
+1,463
349
$401K 0.05%
1,717
+333
350
$401K 0.05%
11,172
+3,116
12 13
14
15 16