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
401
$309K 0.04%
2,679
+713
402
$308K 0.04%
4,154
+793
403
$307K 0.04%
1,962
+501
404
$306K 0.04%
+1,819
405
$304K 0.04%
3,932
+1,005
406
$301K 0.04%
+51
407
$300K 0.04%
2,347
+825
408
$295K 0.03%
+1,443
409
$295K 0.03%
2,937
+605
410
$294K 0.03%
12,218
+4,050
411
$294K 0.03%
+673
412
$290K 0.03%
+2,688
413
$290K 0.03%
+4,825
414
$287K 0.03%
6,745
-5,844
415
$283K 0.03%
6,021
+764
416
$280K 0.03%
4,633
+1,241
417
$278K 0.03%
4,870
-29,244
418
$276K 0.03%
+1,149
419
$276K 0.03%
+11,345
420
$275K 0.03%
+1,163
421
$273K 0.03%
+2,384
422
$270K 0.03%
1,205
+235
423
$269K 0.03%
+2,925
424
$267K 0.03%
642
+142
425
$264K 0.03%
+734
15 16
17
18 19