EF

Empirical Finance Portfolio holdings

AUM $2.1B
1-Year Est. Return 26.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.8%
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
+$6.02M
2
+$5.27M
3
+$4.62M
4
AMZN icon
Amazon
AMZN
+$2.7M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.67M

Top Sells

1
+$1.26M
2
+$1.06M
3
+$897K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$627K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$496K

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
376
$364K 0.04%
3,312
+375
377
$364K 0.04%
771
+98
378
$360K 0.04%
4,336
+446
379
$359K 0.04%
865
+11
380
$357K 0.04%
4,862
+504
381
$354K 0.04%
1,140
+119
382
$353K 0.04%
6,526
383
$352K 0.04%
2,675
+291
384
$352K 0.04%
6,187
+672
385
$349K 0.04%
7,554
+1,533
386
$348K 0.04%
2,761
+296
387
$347K 0.04%
+6,173
388
$342K 0.04%
23,413
+2,982
389
$342K 0.04%
3,003
+324
390
$341K 0.04%
1,379
391
$340K 0.04%
10,487
392
$337K 0.04%
3,270
+351
393
$334K 0.04%
2,405
+257
394
$333K 0.04%
11,916
395
$333K 0.04%
6,617
+850
396
$331K 0.04%
2,128
+242
397
$331K 0.04%
2,150
+244
398
$330K 0.04%
2,485
+268
399
$329K 0.04%
7,834
+731
400
$325K 0.04%
4,375
+443
14 15
16
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