EF
Empirical Finance Portfolio holdings
AUM
$1.91B
This Quarter Return
+6.18%
1 Year Return
+20.92%
3 Year Return
+99.72%
5 Year Return
+166.86%
10 Year Return
–
AUM
$290M
AUM Growth
+$290M
(+11%)
Cap. Flow
+$17.3M
Cap. Flow
% of AUM
5.95%
Top 10 Holdings %
Top 10 Hldgs %
51.14%
Holding
168
New
46
Increased
35
Reduced
26
Closed
21
Top Buys
Top Sells
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$1.92M |
| 2 |
Grand Canyon Education
LOPE
|
$1.8M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$1.79M |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$1.7M |
| 5 |
Maui Land & Pineapple Co
MLP
|
$1.57M |
Sector Composition
| 1 | Consumer Discretionary | 12.19% |
| 2 | Healthcare | 6.48% |
| 3 | Technology | 6.39% |
| 4 | Consumer Staples | 3.64% |
| 5 | Industrials | 2.29% |
