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
151
$1.01M 0.12%
6,942
+1,150
152
$1.01M 0.12%
21,223
+8,986
153
$1M 0.12%
4,280
+1,137
154
$986K 0.12%
4,179
+1,064
155
$985K 0.12%
39,715
-24,136
156
$978K 0.12%
11,224
-573
157
$975K 0.12%
8,933
+1,702
158
$975K 0.12%
4,442
+1,179
159
$963K 0.11%
23,383
+6,293
160
$962K 0.11%
1,461
+387
161
$960K 0.11%
10,321
+2,728
162
$956K 0.11%
2,584
+700
163
$949K 0.11%
6,287
-3,771
164
$949K 0.11%
32,582
-1
165
$917K 0.11%
33,786
-1
166
$913K 0.11%
3,246
+603
167
$909K 0.11%
10,754
-6,554
168
$897K 0.11%
4,229
+1,118
169
$893K 0.11%
20,430
+5,396
170
$888K 0.1%
27,375
-13,765
171
$887K 0.1%
13,140
-7,692
172
$886K 0.1%
9,972
+2,753
173
$886K 0.1%
3,140
+883
174
$883K 0.1%
1,795
+485
175
$881K 0.1%
13,248
+3,559
5 6
7
8 9