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
351
$259K 0.04%
914
-69
352
$258K 0.04%
2,923
+461
353
$258K 0.04%
+3,502
354
$257K 0.04%
10,044
-2,950
355
$256K 0.04%
+2,025
356
$256K 0.04%
+1,055
357
$256K 0.04%
+2,137
358
$255K 0.04%
+1,972
359
$254K 0.04%
4,390
+671
360
$254K 0.04%
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361
$251K 0.04%
8,971
+1,323
362
$249K 0.04%
+694
363
$248K 0.04%
2,915
+428
364
$243K 0.04%
+10,503
365
$243K 0.04%
+1,625
366
$242K 0.04%
11,713
+1,587
367
$240K 0.04%
+4,092
368
$237K 0.04%
+1,359
369
$237K 0.04%
+5,173
370
$236K 0.04%
11,700
+1,651
371
$236K 0.04%
+684
372
$234K 0.04%
+2,921
373
$233K 0.04%
+4,670
374
$233K 0.04%
+6,261
375
$233K 0.04%
+532
13 14
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