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
201
$766K 0.09%
14,124
+4,048
202
$762K 0.09%
3,246
-538
203
$760K 0.09%
8,537
+2,305
204
$747K 0.09%
5,469
+1,451
205
$745K 0.09%
11,121
-9,637
206
$740K 0.09%
8,617
+2,277
207
$739K 0.09%
10,090
-1,010
208
$735K 0.09%
24,333
-21,085
209
$733K 0.09%
27,269
-5,614
210
$732K 0.09%
6,763
+1,718
211
$724K 0.09%
21,192
-8,917
212
$722K 0.09%
12,726
+3,329
213
$709K 0.08%
11,086
+2,915
214
$704K 0.08%
2,214
+587
215
$703K 0.08%
4,079
+1,082
216
$702K 0.08%
10,417
+2,797
217
$702K 0.08%
6,140
+1,620
218
$699K 0.08%
2,004
+530
219
$696K 0.08%
15,853
-13,410
220
$690K 0.08%
3,510
+620
221
$687K 0.08%
2,763
+689
222
$687K 0.08%
405
+105
223
$686K 0.08%
10,315
+1,658
224
$686K 0.08%
10,370
+2,948
225
$684K 0.08%
5,060
+1,338
7 8
9
10 11