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
101
$1.57M 0.19%
21,620
+5,737
102
$1.57M 0.19%
20,634
+5,435
103
$1.55M 0.18%
3,349
-379
104
$1.52M 0.18%
8,722
+2,320
105
$1.51M 0.18%
5,634
+1,548
106
$1.5M 0.18%
4,227
+1,120
107
$1.49M 0.18%
4,217
+1,107
108
$1.48M 0.17%
39,318
+10,097
109
$1.48M 0.17%
7,364
+1,933
110
$1.46M 0.17%
103,637
-261,282
111
$1.45M 0.17%
38,540
+46
112
$1.45M 0.17%
3,913
+1,062
113
$1.45M 0.17%
7,916
+6,349
114
$1.43M 0.17%
2,190
+318
115
$1.4M 0.17%
6,142
+1,648
116
$1.39M 0.16%
66,798
+17,820
117
$1.37M 0.16%
10,609
+2,841
118
$1.36M 0.16%
19,042
+440
119
$1.36M 0.16%
12,977
+3,564
120
$1.35M 0.16%
15,495
+4,826
121
$1.34M 0.16%
17,565
-6,599
122
$1.33M 0.16%
11,984
-7,422
123
$1.29M 0.15%
4,342
+1,109
124
$1.28M 0.15%
18,288
-8,044
125
$1.26M 0.15%
10,960
-8,372
3 4
5
6 7