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

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
201
$834K 0.09%
26,350
+2,750
202
$822K 0.09%
10,466
+573
203
$818K 0.09%
3,538
+398
204
$816K 0.09%
14,189
+1,469
205
$814K 0.09%
11,057
+950
206
$810K 0.09%
14,123
+1,277
207
$809K 0.09%
24,333
208
$806K 0.09%
5,816
+569
209
$806K 0.09%
6,546
+716
210
$805K 0.09%
7,927
+861
211
$798K 0.09%
12,396
+1,199
212
$798K 0.09%
8,776
+883
213
$792K 0.09%
11,697
+1,280
214
$792K 0.09%
9,702
+1,042
215
$783K 0.09%
3,232
+346
216
$781K 0.09%
1,553
+169
217
$780K 0.09%
10,754
218
$776K 0.09%
5,865
+615
219
$774K 0.09%
5,656
+596
220
$769K 0.09%
1,101
+220
221
$765K 0.09%
15,415
+1,489
222
$764K 0.09%
10,163
+1,159
223
$752K 0.08%
11,121
224
$751K 0.08%
9,687
+1,070
225
$749K 0.08%
23,264