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
426
$261K 0.03%
+3,687
427
$260K 0.03%
2,281
+398
428
$260K 0.03%
+9,999
429
$255K 0.03%
+1,041
430
$253K 0.03%
+2,089
431
$252K 0.03%
+2,107
432
$251K 0.03%
+6,697
433
$247K 0.03%
+844
434
$244K 0.03%
2,285
-1,193
435
$242K 0.03%
+1,854
436
$242K 0.03%
+737
437
$236K 0.03%
+313
438
$234K 0.03%
3,293
-1,096
439
$233K 0.03%
+5,927
440
$233K 0.03%
+411
441
$232K 0.03%
+3,768
442
$231K 0.03%
+1,370
443
$230K 0.03%
+4,473
444
$230K 0.03%
+1,694
445
$228K 0.03%
+3,316
446
$227K 0.03%
+2,490
447
$224K 0.03%
+3,885
448
$223K 0.03%
+13,583
449
$222K 0.03%
3,813
-228
450
$220K 0.03%
+2,048
15 16 17
18
19