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
126
$1.24M 0.15%
14,574
+3,858
127
$1.24M 0.15%
18,090
+4,892
128
$1.24M 0.15%
5,050
+1,357
129
$1.22M 0.14%
4,958
+1,297
130
$1.21M 0.14%
15,445
-9,217
131
$1.21M 0.14%
20,656
+3,633
132
$1.19M 0.14%
21,151
+3,627
133
$1.15M 0.14%
3,794
+1,016
134
$1.14M 0.13%
4,427
+1,080
135
$1.13M 0.13%
2,636
+685
136
$1.12M 0.13%
6,687
+1,769
137
$1.11M 0.13%
9,893
-3,093
138
$1.11M 0.13%
9,741
-147
139
$1.1M 0.13%
9,601
-6,265
140
$1.1M 0.13%
17,285
+6
141
$1.09M 0.13%
13,845
+3,728
142
$1.08M 0.13%
2,776
+741
143
$1.08M 0.13%
4,168
+1,124
144
$1.05M 0.12%
10,208
+2,690
145
$1.03M 0.12%
24,255
+6,527
146
$1.03M 0.12%
2,658
+682
147
$1.02M 0.12%
8,821
+2,851
148
$1.02M 0.12%
7,872
-3,761
149
$1.02M 0.12%
33,737
-13,196
150
$1.02M 0.12%
9,798
+2,721
4 5
6
7 8