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
401
$324K 0.04%
10,683
402
$324K 0.04%
1,616
+173
403
$323K 0.04%
11,961
+1,944
404
$322K 0.04%
3,344
+419
405
$315K 0.04%
5,205
+572
406
$310K 0.03%
7,545
407
$307K 0.03%
2,597
+338
408
$305K 0.03%
3,162
+637
409
$303K 0.03%
681
+84
410
$300K 0.03%
11,659
+314
411
$300K 0.03%
2,702
+355
412
$297K 0.03%
11,184
+1,185
413
$296K 0.03%
834
+97
414
$295K 0.03%
2,239
+263
415
$295K 0.03%
3,465
+707
416
$293K 0.03%
9,876
-36
417
$291K 0.03%
2,984
418
$290K 0.03%
2,032
+213
419
$288K 0.03%
7,685
+849
420
$287K 0.03%
5,056
+583
421
$287K 0.03%
828
+186
422
$279K 0.03%
1,605
+171
423
$279K 0.03%
+1,384
424
$279K 0.03%
2,372
+265
425
$279K 0.03%
+2,512
15 16
17
18 19