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
176
$923K 0.1%
19,309
+1,021
177
$921K 0.1%
10,276
+1,088
178
$920K 0.1%
10,922
+1,234
179
$914K 0.1%
5,201
+559
180
$907K 0.1%
14,228
+1,502
181
$900K 0.1%
13,443
+303
182
$898K 0.1%
28,376
+1,001
183
$894K 0.1%
1,635
+174
184
$894K 0.1%
10,529
+439
185
$893K 0.1%
18,750
-4,633
186
$889K 0.1%
7,519
+756
187
$886K 0.1%
4,847
+498
188
$882K 0.1%
32,586
+4
189
$880K 0.1%
4,105
+859
190
$874K 0.1%
33,790
+4
191
$869K 0.1%
425
+44
192
$863K 0.1%
39,715
193
$863K 0.1%
22,906
+2,476
194
$859K 0.1%
5,224
+571
195
$852K 0.1%
4,262
196
$845K 0.09%
4,788
+508
197
$844K 0.09%
12,355
+1,375
198
$843K 0.09%
9,361
199
$843K 0.09%
6,588
+1,512
200
$837K 0.09%
6,135
+666
6 7
8
9 10