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
176
$850K 0.14%
6,041
+856
177
$849K 0.14%
5,487
+800
178
$845K 0.14%
5,598
-17,635
179
$828K 0.14%
+44,139
180
$828K 0.14%
+12,181
181
$824K 0.13%
10,125
+1,440
182
$822K 0.13%
3,467
+484
183
$822K 0.13%
10,194
-7,912
184
$820K 0.13%
1,782
+260
185
$812K 0.13%
+6,994
186
$810K 0.13%
3,202
-2,465
187
$810K 0.13%
3,052
+408
188
$802K 0.13%
2,944
+397
189
$799K 0.13%
8,844
-6,102
190
$796K 0.13%
5,499
+1,039
191
$778K 0.13%
13,676
-11,333
192
$772K 0.13%
3,455
+492
193
$765K 0.12%
7,469
-6,277
194
$758K 0.12%
7,318
+1,010
195
$753K 0.12%
4,376
+639
196
$753K 0.12%
2,618
+391
197
$752K 0.12%
12,435
+1,822
198
$748K 0.12%
40,081
-180,781
199
$719K 0.12%
2,462
+378
200
$715K 0.12%
+12,589
6 7
8
9 10