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
1
$27.5M 4.49%
947,851
-11,048
2
$27.4M 4.46%
797,168
-53,698
3
$26.7M 4.36%
195,182
+24,622
4
$22.7M 3.69%
652,971
-292,794
5
$22M 3.59%
81,222
+12,715
6
$17.2M 2.81%
100,240
+15,220
7
$17.1M 2.78%
332,480
-157,998
8
$15.5M 2.53%
69,635
-701
9
$14.2M 2.31%
514,128
-51,148
10
$9.93M 1.62%
28,551
+4,106
11
$8.71M 1.42%
69,480
+9,180
12
$8.71M 1.42%
71,320
+10,360
13
$7.36M 1.2%
366,528
+293,404
14
$6.35M 1.04%
22,848
+2,802
15
$5.78M 0.94%
16,314
-846
16
$5.74M 0.94%
36,902
+5,273
17
$5.53M 0.9%
276,560
+43,240
18
$5.46M 0.89%
13,622
+3,893
19
$5.41M 0.88%
99,567
-1,346
20
$5.34M 0.87%
103,746
-5,092
21
$5.17M 0.84%
31,404
+4,412
22
$4.15M 0.68%
13,025
+1,833
23
$4.03M 0.66%
13,812
+1,996
24
$3.96M 0.65%
29,372
+4,072
25
$3.89M 0.63%
94,329
+12,022
1
2 3 4 5