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
151
$912K 0.15%
+22,239
152
$908K 0.15%
+32,583
153
$903K 0.15%
+6,104
154
$902K 0.15%
+5,568
155
$901K 0.15%
7,915
-15,111
156
$901K 0.15%
4,235
+634
157
$897K 0.15%
9,008
-25,599
158
$894K 0.15%
+14,829
159
$893K 0.15%
+45,418
160
$893K 0.15%
15,088
-56,131
161
$892K 0.15%
16,066
+2,336
162
$888K 0.14%
+19,532
163
$887K 0.14%
+14,083
164
$885K 0.14%
27,597
+3,765
165
$883K 0.14%
+6,617
166
$879K 0.14%
11,152
-8,457
167
$879K 0.14%
+73,747
168
$875K 0.14%
+9,951
169
$874K 0.14%
8,850
+1,462
170
$870K 0.14%
9,112
+1,313
171
$869K 0.14%
+33,787
172
$861K 0.14%
+10,788
173
$858K 0.14%
2,875
+421
174
$853K 0.14%
19,970
-65,939
175
$853K 0.14%
2,682
+408
5 6
7
8 9