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
401
$174K 0.03%
12,225
+1,717
402
$154K 0.03%
+11,335
403
$147K 0.02%
+10,317
404
– –
-18,426
405
– –
-25,417
406
– –
-25,225
407
– –
-71,869
408
– –
-26,954
409
– –
-54,925
410
– –
-52,754
411
– –
-44,575
412
– –
-34,062
413
– –
-26,730
414
– –
-24,982
415
– –
-55,213
416
– –
-97,164
417
– –
-3,275
418
– –
-3,308
419
– –
-110,369
420
– –
-14,908
421
– –
-65,029
422
– –
-18,913
423
– –
-33,678
13 14 15 16
17