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
76
$1.99M 0.23%
8,138
+2,163
77
$1.98M 0.23%
23,589
+6,833
78
$1.96M 0.23%
4,155
+1,098
79
$1.95M 0.23%
16,837
-6,880
80
$1.95M 0.23%
32,306
+5,275
81
$1.94M 0.23%
2,987
+963
82
$1.94M 0.23%
9,369
+2,429
83
$1.85M 0.22%
31,573
+3,853
84
$1.81M 0.21%
7,342
+1,925
85
$1.81M 0.21%
7,871
-134
86
$1.78M 0.21%
19,114
+5,057
87
$1.78M 0.21%
5,185
+1,242
88
$1.78M 0.21%
7,673
+1,323
89
$1.77M 0.21%
24,640
+6,360
90
$1.77M 0.21%
11,898
+3,168
91
$1.7M 0.2%
710
+186
92
$1.68M 0.2%
8,360
+1,501
93
$1.68M 0.2%
23,244
+6,283
94
$1.65M 0.19%
6,112
-2,009
95
$1.64M 0.19%
10,007
+1,677
96
$1.62M 0.19%
38,903
+2,079
97
$1.61M 0.19%
24,286
+6,373
98
$1.61M 0.19%
9,302
-3,775
99
$1.58M 0.19%
9,012
+2,487
100
$1.58M 0.19%
26,903
+4,820
2 3
4
5 6