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
1
$53.7M 6.01%
307,340
+31,327
2
$42.4M 4.75%
137,469
+15,351
3
$34.2M 3.83%
935,932
-10,999
4
$33M 3.69%
1,243,146
+37,365
5
$26.8M 3%
164,120
+17,480
6
$26.5M 2.97%
900,491
+5,239
7
$22.3M 2.5%
452,035
+2,754
8
$16.1M 1.8%
115,420
+12,280
9
$15.4M 1.72%
110,000
+11,140
10
$15.2M 1.7%
66,850
-2,787
11
$12.8M 1.44%
36,336
+3,760
12
$12.6M 1.41%
461,870
+50,490
13
$12.4M 1.39%
481,460
-4,903
14
$11.6M 1.3%
32,376
+5,193
15
$11.2M 1.26%
30,998
-316
16
$10.2M 1.15%
46,092
+4,853
17
$9.91M 1.11%
19,424
+1,950
18
$9.03M 1.01%
50,923
+5,576
19
$7.95M 0.89%
58,311
+5,905
20
$7.23M 0.81%
87,593
+9,118
21
$7.21M 0.81%
47,188
+5,050
22
$6.22M 0.7%
20,772
+2,220
23
$6.05M 0.68%
37,183
+4,015
24
$6.02M 0.67%
16,852
+1,771
25
$6.02M 0.67%
145,955
+27,160
1
2 3 4 5