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
451
$218K 0.03%
+1,955
452
$217K 0.03%
+1,976
453
$216K 0.03%
+3,158
454
$211K 0.02%
+6,638
455
$210K 0.02%
+511
456
$209K 0.02%
+2,403
457
$209K 0.02%
+4,282
458
$206K 0.02%
+2,831
459
$204K 0.02%
+2,785
460
$202K 0.02%
+5,669
461
$199K 0.02%
14,720
+3,419
462
$190K 0.02%
+10,017
463
$184K 0.02%
14,695
+2,601
464
– –
-3,260
465
– –
-25,909
466
– –
-9,414
467
– –
-4,400
468
– –
-5,668
469
– –
-888
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