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
51
$2.25M 0.37%
9,788
+1,175
52
$2.23M 0.36%
5,038
+1,093
53
$2.22M 0.36%
48,997
+7,645
54
$2.21M 0.36%
15,694
-330
55
$2.18M 0.35%
45,640
+7,360
56
$2.12M 0.34%
11,001
+1,588
57
$2.09M 0.34%
5,285
+750
58
$2.02M 0.33%
8,486
+1,186
59
$1.84M 0.3%
7,770
+4,137
60
$1.83M 0.3%
8,358
+1,145
61
$1.83M 0.3%
18,460
+2,706
62
$1.82M 0.3%
33,402
-45,521
63
$1.82M 0.3%
27,584
+4,892
64
$1.81M 0.3%
25,594
+3,559
65
$1.78M 0.29%
8,116
+1,081
66
$1.77M 0.29%
26,551
+3,670
67
$1.76M 0.29%
9,787
-12,324
68
$1.75M 0.28%
8,398
+1,258
69
$1.73M 0.28%
11,825
+2,576
70
$1.73M 0.28%
8,903
+1,108
71
$1.71M 0.28%
7,026
+902
72
$1.69M 0.28%
23,102
+3,421
73
$1.68M 0.27%
31,859
-29,814
74
$1.64M 0.27%
4,340
-773
75
$1.64M 0.27%
23,833
-4,921
1 2
3
4 5