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
176
$867K 0.1%
4,653
+1,257
177
$865K 0.1%
18,375
+4,560
178
$859K 0.1%
46,276
-27,308
179
$855K 0.1%
12,172
-5,567
180
$849K 0.1%
4,262
-2,355
181
$848K 0.1%
1,384
+373
182
$843K 0.1%
4,045
+1,049
183
$838K 0.1%
5,250
+1,374
184
$835K 0.1%
14,693
+3,808
185
$833K 0.1%
5,830
+1,542
186
$825K 0.1%
23,600
+6,350
187
$825K 0.1%
13,307
+3,680
188
$824K 0.1%
13,186
+3,264
189
$816K 0.1%
10,107
+2,311
190
$815K 0.1%
9,188
+2,354
191
$812K 0.1%
1,235
+333
192
$809K 0.1%
13,926
+3,493
193
$802K 0.09%
7,893
-759
194
$799K 0.09%
381
+92
195
$798K 0.09%
9,688
+2,724
196
$789K 0.09%
10,980
+3,300
197
$784K 0.09%
9,004
+2,530
198
$784K 0.09%
2,886
+772
199
$777K 0.09%
3,645
+906
200
$767K 0.09%
4,642
+1,246
6 7
8
9 10