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
$893M
AUM Growth
+$45.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$6.01M
2
+$5.47M
3
+$4.73M
4
AMZN icon
Amazon
AMZN
+$2.85M
5
TSLA icon
Tesla
TSLA
+$1.87M

Top Sells

1
+$1.26M
2
+$1.09M
3
+$897K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$635K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$475K

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
426
$276K 0.03%
4,260
+375
427
$274K 0.03%
827
+93
428
$272K 0.03%
2,190
+228
429
$269K 0.03%
4,301
+533
430
$267K 0.03%
7,430
+792
431
$267K 0.03%
+5,766
432
$267K 0.03%
7,710
433
$266K 0.03%
7,509
+812
434
$265K 0.03%
1,279
+130
435
$265K 0.03%
2,361
+272
436
$261K 0.03%
1,924
+230
437
$259K 0.03%
3,796
+480
438
$253K 0.03%
1,318
+155
439
$253K 0.03%
3,181
+396
440
$252K 0.03%
4,884
+602
441
$250K 0.03%
2,324
+276
442
$250K 0.03%
+2,298
443
$250K 0.03%
56
+5
444
$250K 0.03%
+1,602
445
$249K 0.03%
+6,313
446
$249K 0.03%
2,185
+230
447
$245K 0.03%
1,970
+487
448
$243K 0.03%
5,348
+523
449
$243K 0.03%
+2,037
450
$243K 0.03%
1,163
+122
16 17
18
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