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
126
$1.06M 0.17%
16,925
+2,349
127
$1.05M 0.17%
+32,453
128
$1.05M 0.17%
5,639
+766
129
$1.03M 0.17%
+17,562
130
$1.03M 0.17%
+1,579
131
$1.03M 0.17%
5,500
-17,993
132
$1.03M 0.17%
+15,396
133
$1.02M 0.17%
1,863
+358
134
$1.02M 0.17%
11,648
-9,283
135
$1.02M 0.17%
8,590
-27,676
136
$1.02M 0.17%
8,276
-6,282
137
$1.02M 0.17%
5,117
+736
138
$999K 0.16%
3,846
+538
139
$988K 0.16%
+20,758
140
$984K 0.16%
9,844
-7,952
141
$980K 0.16%
5,137
+738
142
$973K 0.16%
15,980
+5,038
143
$965K 0.16%
14,320
+2,028
144
$955K 0.16%
6,740
+1,092
145
$953K 0.16%
+15,918
146
$952K 0.16%
+17,764
147
$943K 0.15%
16,560
+2,330
148
$942K 0.15%
+39,805
149
$921K 0.15%
+19,580
150
$917K 0.15%
+12,909
4 5
6
7 8