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
51
$3.17M 0.37%
17,312
52
$3.13M 0.37%
33,537
+9,023
53
$3.1M 0.37%
14,302
+8,203
54
$3M 0.35%
161,704
+42,944
55
$2.99M 0.35%
15,885
+4,215
56
$2.98M 0.35%
38,869
+6,847
57
$2.96M 0.35%
4,605
+1,272
58
$2.96M 0.35%
28,695
+559
59
$2.9M 0.34%
11,506
+2,916
60
$2.89M 0.34%
20,106
+5,727
61
$2.63M 0.31%
12,257
+3,323
62
$2.57M 0.3%
5,536
-10
63
$2.53M 0.3%
16,100
+4,097
64
$2.53M 0.3%
26,650
+7,063
65
$2.44M 0.29%
24,895
+6,532
66
$2.4M 0.28%
20,530
+5,379
67
$2.38M 0.28%
38,152
+10,041
68
$2.36M 0.28%
15,694
69
$2.25M 0.27%
9,995
+2,567
70
$2.23M 0.26%
10,720
+1,871
71
$2.23M 0.26%
2,433
+663
72
$2.23M 0.26%
5,825
+1,548
73
$2.21M 0.26%
25,653
+6,910
74
$2.18M 0.26%
6,079
+1,630
75
$2.05M 0.24%
15,339
+3,587
1 2
3
4 5