EF

Empirical Finance Portfolio holdings

AUM $2.1B
1-Year Est. Return 24.91%
This Quarter Est. Return
1 Year Est. Return
+24.91%
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
– –
-25,417
405
– –
-25,225
406
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-71,869
407
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-26,954
408
– –
-54,925
409
– –
-52,754
410
– –
-44,575
411
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-34,062
412
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-26,730
413
– –
-24,982
414
– –
-18,426
415
– –
-55,213
416
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-97,164
417
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-3,275
418
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-3,308
419
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-110,369
420
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-14,908
421
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-65,029
422
– –
-18,913
423
– –
-33,678
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