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
451
$240K 0.03%
3,618
-195
452
$240K 0.03%
2,658
+255
453
$239K 0.03%
+1,212
454
$237K 0.03%
2,073
+219
455
$235K 0.03%
6,325
+656
456
$229K 0.03%
+2,120
457
$228K 0.03%
3,482
+324
458
$227K 0.03%
2,249
-36
459
$226K 0.03%
5,395
+525
460
$225K 0.03%
+7,343
461
$225K 0.03%
+4,788
462
$223K 0.03%
6,745
463
$221K 0.02%
3,312
+19
464
$221K 0.02%
1,370
465
$217K 0.02%
+4,886
466
$216K 0.02%
+2,479
467
$216K 0.02%
+444
468
$215K 0.02%
3,212
+381
469
$212K 0.02%
844
470
$212K 0.02%
19,484
+4,764
471
$211K 0.02%
+6,630
472
$209K 0.02%
18,514
+3,819
473
$208K 0.02%
493
+82
474
$208K 0.02%
+3,179
475
$204K 0.02%
+1,122
16 17 18
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