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
376
$233K 0.04%
+1,025
377
$232K 0.04%
+1,828
378
$232K 0.04%
+670
379
$232K 0.04%
905
+138
380
$230K 0.04%
15,755
+2,191
381
$229K 0.04%
+2,316
382
$228K 0.04%
+1,568
383
$226K 0.04%
+1,942
384
$226K 0.04%
1,278
+217
385
$224K 0.04%
1,567
-116
386
$223K 0.04%
+1,530
387
$222K 0.04%
2,715
-28,501
388
$220K 0.04%
+1,304
389
$218K 0.04%
+1,721
390
$212K 0.03%
+4,977
391
$211K 0.03%
+9,312
392
$210K 0.03%
+997
393
$207K 0.03%
+1,777
394
$207K 0.03%
2,582
-21,484
395
$206K 0.03%
+7,887
396
$206K 0.03%
+1,000
397
$204K 0.03%
+1,781
398
$204K 0.03%
+1,852
399
$203K 0.03%
+1,315
400
$200K 0.03%
+1,241
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