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
201
$714K 0.12%
16,701
+2,206
202
$705K 0.11%
6,596
+1,106
203
$700K 0.11%
9,516
+1,211
204
$699K 0.11%
4,345
-3,402
205
$697K 0.11%
7,099
+1,021
206
$696K 0.11%
1,920
+270
207
$695K 0.11%
30,276
-19,507
208
$690K 0.11%
46,413
+7,009
209
$689K 0.11%
7,164
+1,032
210
$685K 0.11%
17,232
-49,192
211
$681K 0.11%
1,875
+253
212
$658K 0.11%
3,511
+476
213
$650K 0.11%
4,641
+659
214
$648K 0.11%
8,328
+3,703
215
$641K 0.1%
1,015
+142
216
$639K 0.1%
2,952
+385
217
$632K 0.1%
17,039
+2,506
218
$620K 0.1%
3,077
+428
219
$615K 0.1%
17,933
+281
220
$611K 0.1%
2,965
+425
221
$597K 0.1%
1,840
+247
222
$581K 0.09%
1,236
+188
223
$579K 0.09%
7,476
-60
224
$579K 0.09%
8,419
+1,285
225
$576K 0.09%
8,210
+972
7 8
9
10 11