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
101
$1.29M 0.21%
4,194
+579
102
$1.27M 0.21%
3,997
-14,453
103
$1.26M 0.2%
13,380
+2,281
104
$1.25M 0.2%
6,828
-4,253
105
$1.23M 0.2%
+21,086
106
$1.23M 0.2%
+20,723
107
$1.23M 0.2%
12,762
+9,886
108
$1.22M 0.2%
+25,909
109
$1.21M 0.2%
+29,263
110
$1.2M 0.2%
+18,602
111
$1.18M 0.19%
2,884
+406
112
$1.18M 0.19%
24,794
-6,227
113
$1.15M 0.19%
+8,700
114
$1.14M 0.19%
15,608
+2,838
115
$1.14M 0.19%
17,279
+92
116
$1.12M 0.18%
17,270
+2,350
117
$1.12M 0.18%
13,224
+1,882
118
$1.12M 0.18%
+26,794
119
$1.1M 0.18%
+11,016
120
$1.1M 0.18%
+4,720
121
$1.1M 0.18%
+9,100
122
$1.08M 0.18%
12,188
-38,660
123
$1.08M 0.18%
495
+68
124
$1.08M 0.18%
+29,751
125
$1.07M 0.18%
11,894
-40,527
3 4
5
6 7