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
126
$1.32M 0.15%
15,568
+1,723
127
$1.32M 0.15%
2,959
+301
128
$1.31M 0.15%
9,547
+245
129
$1.3M 0.15%
11,422
+1,214
130
$1.3M 0.15%
4,972
+530
131
$1.29M 0.14%
10,044
+1,223
132
$1.28M 0.14%
18,459
-583
133
$1.27M 0.14%
74,941
+8,143
134
$1.24M 0.14%
16,346
+1,772
135
$1.23M 0.14%
4,895
+468
136
$1.21M 0.14%
27,218
+2,963
137
$1.2M 0.13%
4,396
+483
138
$1.19M 0.13%
14,996
+1,689
139
$1.19M 0.13%
28,693
+1,424
140
$1.19M 0.13%
7,480
+793
141
$1.19M 0.13%
6,287
142
$1.18M 0.13%
11,984
143
$1.18M 0.13%
4,725
+508
144
$1.16M 0.13%
5,548
+590
145
$1.16M 0.13%
8,018
+146
146
$1.14M 0.13%
11,323
+2,390
147
$1.13M 0.13%
11,545
+1,224
148
$1.13M 0.13%
8,591
+1,649
149
$1.12M 0.13%
11,051
+1,253
150
$1.12M 0.13%
21,361
+138
4 5
6
7 8