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
76
$1.61M 0.26%
11,338
+1,568
77
$1.6M 0.26%
14,325
+2,037
78
$1.59M 0.26%
17,349
+2,840
79
$1.55M 0.25%
11,076
+1,610
80
$1.55M 0.25%
6,463
+974
81
$1.55M 0.25%
62,266
+13,569
82
$1.55M 0.25%
7,476
-2,730
83
$1.53M 0.25%
4,045
+634
84
$1.53M 0.25%
3,131
+515
85
$1.51M 0.25%
17,653
+2,495
86
$1.46M 0.24%
1,663
+204
87
$1.45M 0.24%
11,915
+4,168
88
$1.45M 0.24%
6,004
+857
89
$1.43M 0.23%
35,010
+8,432
90
$1.42M 0.23%
6,537
+934
91
$1.41M 0.23%
46,680
-21,658
92
$1.4M 0.23%
31,054
+25,419
93
$1.4M 0.23%
+6,189
94
$1.4M 0.23%
20,841
+3,055
95
$1.37M 0.22%
3,957
-5,325
96
$1.37M 0.22%
8,237
+1,202
97
$1.31M 0.21%
3,722
+541
98
$1.3M 0.21%
7,877
+1,094
99
$1.3M 0.21%
5,471
+4,317
100
$1.29M 0.21%
1,782
+188
2 3
4
5 6