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
26
$6.01M 0.67%
+117,309
27
$5.57M 0.62%
107,541
+11,520
28
$5.45M 0.61%
33,602
+3,714
29
$4.93M 0.55%
8,559
+932
30
$4.85M 0.54%
35,357
+7,396
31
$4.81M 0.54%
76,350
+8,590
32
$4.68M 0.52%
97,533
-6,213
33
$4.63M 0.52%
74,721
+8,265
34
$4.56M 0.51%
81,844
+8,729
35
$4.48M 0.5%
7,579
+810
36
$4.47M 0.5%
26,710
+2,955
37
$4.45M 0.5%
15,540
+1,582
38
$4.19M 0.47%
9,196
+1,845
39
$4.14M 0.46%
88,406
+18,180
40
$4.1M 0.46%
88,931
-10,301
41
$4.07M 0.46%
79,834
+8,786
42
$4.04M 0.45%
81,471
+8,958
43
$4.02M 0.45%
33,974
+3,701
44
$4M 0.45%
48,776
+9,907
45
$3.96M 0.44%
79,864
+8,502
46
$3.94M 0.44%
17,760
+3,458
47
$3.79M 0.42%
78,147
+7,869
48
$3.77M 0.42%
17,781
+3,776
49
$3.58M 0.4%
13,773
+1,496
50
$3.5M 0.39%
12,802
+1,296
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