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
76
$2.25M 0.25%
15,000
-694
77
$2.24M 0.25%
17,234
+1,895
78
$2.15M 0.24%
6,518
+693
79
$2.13M 0.24%
39,931
+7,625
80
$2.1M 0.24%
5,129
+974
81
$2.09M 0.23%
4,742
+515
82
$2.08M 0.23%
2,726
+293
83
$2.08M 0.23%
41,884
+2,981
84
$2.08M 0.23%
22,899
+2,369
85
$2.06M 0.23%
6,817
+738
86
$2.05M 0.23%
8,541
+670
87
$2.03M 0.23%
9,574
+1,901
88
$2.01M 0.23%
10,502
+2,142
89
$1.92M 0.22%
33,752
+6,849
90
$1.89M 0.21%
3,392
+405
91
$1.87M 0.21%
8,215
+873
92
$1.86M 0.21%
791
+81
93
$1.77M 0.2%
21,388
+5,893
94
$1.72M 0.19%
9,093
+955
95
$1.71M 0.19%
27,227
+2,941
96
$1.7M 0.19%
6,344
+710
97
$1.67M 0.19%
10,122
+1,110
98
$1.67M 0.19%
21,470
+2,356
99
$1.67M 0.19%
10,935
+3,019
100
$1.66M 0.19%
9,760
+1,038
2 3
4
5 6