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
351
$400K 0.05%
1,577
+469
352
$398K 0.05%
8,569
+1,509
353
$394K 0.05%
3,297
+892
354
$394K 0.05%
13,096
+3,558
355
$394K 0.05%
956
+247
356
$393K 0.05%
758
+196
357
$392K 0.05%
2,919
+770
358
$390K 0.05%
8,860
+3,025
359
$388K 0.05%
1,930
+537
360
$386K 0.05%
16,700
+4,315
361
$384K 0.05%
6,814
+1,852
362
$384K 0.05%
13,230
+2,573
363
$382K 0.05%
4,295
+1,189
364
$382K 0.05%
9,173
+2,499
365
$380K 0.04%
8,879
+1,605
366
$380K 0.04%
1,021
+293
367
$378K 0.04%
9,672
+1,719
368
$375K 0.04%
2,148
+561
369
$373K 0.04%
854
+9
370
$372K 0.04%
1,121
+192
371
$370K 0.04%
+1,379
372
$369K 0.04%
+2,259
373
$358K 0.04%
3,890
+1,015
374
$357K 0.04%
+5,767
375
$356K 0.04%
22,580
+5,892
13 14
15
16 17