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
26
$4.91M 0.58%
99,232
+4,870
27
$4.8M 0.57%
78,475
+20,036
28
$4.63M 0.55%
73,115
+19,205
29
$4.52M 0.53%
6,769
+1,794
30
$4.51M 0.53%
67,760
+18,830
31
$4.33M 0.51%
27,961
+4,937
32
$4.33M 0.51%
7,627
+2,023
33
$4.26M 0.5%
30,273
+8,063
34
$4.17M 0.49%
7,351
+1,299
35
$4.13M 0.49%
23,755
+6,337
36
$4.06M 0.48%
6,745
+1,208
37
$4.05M 0.48%
29,888
+8,161
38
$3.94M 0.46%
66,456
+17,804
39
$3.89M 0.46%
33,168
+9,107
40
$3.85M 0.46%
13,958
+3,624
41
$3.69M 0.44%
71,048
+19,001
42
$3.67M 0.43%
71,362
+18,500
43
$3.62M 0.43%
21,712
+5,864
44
$3.58M 0.42%
12,277
+3,273
45
$3.56M 0.42%
14,005
+2,808
46
$3.53M 0.42%
70,226
+12,463
47
$3.5M 0.41%
72,513
+19,734
48
$3.37M 0.4%
17,891
+3,224
49
$3.37M 0.4%
70,278
+18,418
50
$3.24M 0.38%
12,534
+3,154
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