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
101
$1.66M 0.19%
13,346
+1,448
102
$1.65M 0.18%
43,914
+4,596
103
$1.64M 0.18%
6,878
+736
104
$1.63M 0.18%
14,613
+1,636
105
$1.57M 0.18%
3,614
+265
106
$1.53M 0.17%
10,282
+541
107
$1.52M 0.17%
34,674
+3,101
108
$1.52M 0.17%
8,221
+857
109
$1.48M 0.17%
40,730
+2,190
110
$1.48M 0.17%
27,470
+2,830
111
$1.48M 0.17%
20,340
+2,250
112
$1.47M 0.17%
5,680
+630
113
$1.47M 0.16%
25,847
+5,191
114
$1.45M 0.16%
+14,304
115
$1.45M 0.16%
2,650
+460
116
$1.44M 0.16%
24,292
+2,672
117
$1.44M 0.16%
6,340
+228
118
$1.42M 0.16%
80,666
-22,971
119
$1.4M 0.16%
23,140
+2,506
120
$1.4M 0.16%
26,369
+5,218
121
$1.4M 0.16%
11,882
+1,273
122
$1.39M 0.16%
18,096
+531
123
$1.38M 0.15%
4,839
+497
124
$1.37M 0.15%
36,147
+2,410
125
$1.33M 0.15%
11,181
+1,209
3 4
5
6 7