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
351
$414K 0.05%
18,584
+3,649
352
$413K 0.05%
3,920
353
$412K 0.05%
1,372
354
$412K 0.05%
5,666
355
$412K 0.05%
3,994
356
$408K 0.05%
40,258
357
$399K 0.04%
6,552
+755
358
$396K 0.04%
6,672
+735
359
$395K 0.04%
1,777
+200
360
$394K 0.04%
3,772
+408
361
$393K 0.04%
1,165
362
$392K 0.04%
4,852
363
$391K 0.04%
2,874
+593
364
$388K 0.04%
3,894
365
$388K 0.04%
5,546
+622
366
$384K 0.04%
2,199
+269
367
$384K 0.04%
929
+111
368
$382K 0.04%
15,203
+1,620
369
$381K 0.04%
1,528
+323
370
$379K 0.04%
15,085
371
$377K 0.04%
11,789
372
$374K 0.04%
3,135
+336
373
$374K 0.04%
8,245
+850
374
$372K 0.04%
10,697
+2,128
375
$365K 0.04%
5,708
13 14
15
16 17