EF

Empirical Finance Portfolio holdings

AUM $2.1B
1-Year Est. Return 26.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.8%
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
+$6.02M
2
+$5.27M
3
+$4.62M
4
AMZN icon
Amazon
AMZN
+$2.7M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.67M

Top Sells

1
+$1.26M
2
+$1.06M
3
+$897K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$627K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$496K

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
476
$202K 0.02%
358
+45
477
$201K 0.02%
+11,011
478
$201K 0.02%
592
+81
479
$201K 0.02%
846
480
– –
-2,490
481
– –
-1,251
482
– –
-2,622
483
– –
-10,960
484
– –
-4,229
16 17 18 19
20