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
376
$352K 0.04%
3,364
+908
377
$351K 0.04%
2,622
378
$349K 0.04%
7,395
+1,927
379
$348K 0.04%
15,210
+4,058
380
$347K 0.04%
7,710
-6,680
381
$346K 0.04%
2,465
+642
382
$345K 0.04%
1,886
+549
383
$344K 0.04%
2,241
+583
384
$340K 0.04%
2,561
+677
385
$339K 0.04%
1,906
+535
386
$337K 0.04%
6,836
+1,818
387
$334K 0.04%
2,217
+595
388
$331K 0.04%
2,758
+491
389
$329K 0.04%
2,525
+438
390
$328K 0.04%
2,799
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391
$328K 0.04%
7,545
-6,538
392
$326K 0.04%
14,935
+2,568
393
$325K 0.04%
1,483
+379
394
$321K 0.04%
+597
395
$321K 0.04%
846
-733
396
$320K 0.04%
4,924
+1,336
397
$319K 0.04%
7,103
+1,812
398
$315K 0.04%
20,431
+6,781
399
$315K 0.04%
4,358
+1,130
400
$311K 0.04%
1,434
+378
14 15
16
17 18