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
51
$3.36M 0.38%
30,769
+10,663
52
$3.27M 0.37%
24,327
+2,615
53
$3.26M 0.37%
17,773
+1,888
54
$3.24M 0.36%
181,412
+19,708
55
$3.2M 0.36%
37,799
+4,262
56
$3.18M 0.36%
31,438
+2,743
57
$3.17M 0.35%
8,454
+1,709
58
$3.13M 0.35%
42,796
+4,644
59
$2.96M 0.33%
6,036
+500
60
$2.96M 0.33%
13,792
+1,535
61
$2.84M 0.32%
28,682
+3,029
62
$2.82M 0.32%
13,951
+1,417
63
$2.81M 0.32%
29,959
+3,309
64
$2.7M 0.3%
11,159
+1,164
65
$2.61M 0.29%
13,414
+2,694
66
$2.6M 0.29%
22,459
+4,568
67
$2.59M 0.29%
25,934
+2,690
68
$2.55M 0.29%
15,393
-1,919
69
$2.5M 0.28%
5,197
+592
70
$2.43M 0.27%
27,758
+2,863
71
$2.38M 0.27%
5,737
+552
72
$2.37M 0.27%
17,949
+1,849
73
$2.33M 0.26%
10,462
+1,093
74
$2.32M 0.26%
12,413
+2,406
75
$2.25M 0.25%
26,656
+3,067
1 2
3
4 5