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
$613M
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1
+$5.89M
2
+$3.44M
3
+$3.37M
4
AMZN icon
Amazon
AMZN
+$2.62M
5
UNH icon
UnitedHealth
UNH
+$1.56M

Top Sells

1
+$10.2M
2
+$8.11M
3
+$7.95M
4
URI icon
United Rentals
URI
+$4.61M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.09M

Sector Composition

1 Technology 17%
2 Healthcare 11.66%
3 Consumer Discretionary 9.86%
4 Financials 8.7%
5 Communication Services 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.83M 0.62%
10,498
+1,479
27
$3.82M 0.62%
21,749
+3,108
28
$3.49M 0.57%
55,351
+7,197
29
$3.45M 0.56%
65,066
-4,494
30
$3.45M 0.56%
61,424
-3,136
31
$3.34M 0.54%
5,702
+792
32
$3.27M 0.53%
17,312
-1,776
33
$3.11M 0.51%
54,574
+7,968
34
$3.09M 0.5%
37,052
+6,424
35
$2.86M 0.47%
7,497
-4,467
36
$2.76M 0.45%
5,224
+770
37
$2.75M 0.45%
49,103
+7,153
38
$2.61M 0.43%
66,671
+9,319
39
$2.54M 0.41%
10,417
+1,646
40
$2.48M 0.4%
45,859
+6,761
41
$2.45M 0.4%
24,078
+10,506
42
$2.43M 0.4%
16,424
+2,321
43
$2.43M 0.4%
111,716
+16,467
44
$2.42M 0.4%
20,917
+2,900
45
$2.38M 0.39%
22,671
+3,287
46
$2.37M 0.39%
4,701
+640
47
$2.35M 0.38%
30,243
+3,051
48
$2.34M 0.38%
49,854
+6,897
49
$2.31M 0.38%
14,926
+2,198
50
$2.3M 0.38%
20,441
+2,941
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2
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