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
151
$1.09M 0.12%
4,509
+464
152
$1.08M 0.12%
4,662
+494
153
$1.08M 0.12%
2,943
+307
154
$1.08M 0.12%
18,030
+745
155
$1.06M 0.12%
4,254
+460
156
$1.06M 0.12%
11,858
+634
157
$1.05M 0.12%
12,312
+1,226
158
$1.05M 0.12%
3,117
+341
159
$1.04M 0.12%
46,276
160
$1.04M 0.12%
4,652
+473
161
$1.03M 0.12%
16,356
+1,663
162
$1.03M 0.11%
12,809
-439
163
$1.02M 0.11%
14,510
+1,324
164
$1.01M 0.11%
4,047
+402
165
$995K 0.11%
2,929
+345
166
$985K 0.11%
11,720
+1,350
167
$970K 0.11%
10,750
+1,172
168
$960K 0.11%
9,601
169
$959K 0.11%
15,445
170
$957K 0.11%
9,596
+1,059
171
$954K 0.11%
3,815
+475
172
$953K 0.11%
2,019
+224
173
$942K 0.11%
16,605
+3,375
174
$937K 0.11%
3,061
+298
175
$929K 0.1%
20,340
+1,965
5 6
7
8 9