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
$391M
AUM Growth
+$69.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Sells

1 +$9.63M
2 +$4.76M
3 +$4.59M
4
QMOM icon
Alpha Architect US Quantitative Momentum ETF
QMOM
+$3.78M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.23M

Sector Composition

1 Consumer Discretionary 13.31%
2 Technology 11.03%
3 Healthcare 9.38%
4 Industrials 7.41%
5 Communication Services 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$216K 0.06%
+2,226
227
$215K 0.06%
+3,440
228
$212K 0.05%
+3,618
229
$209K 0.05%
+5,736
230
$209K 0.05%
+2,448
231
$205K 0.05%
+1,054
232
$205K 0.05%
+2,845
233
$201K 0.05%
+4,940
234
$189K 0.05%
12,458
+1,591
235
$157K 0.04%
25,766
+3,158
236
-8,575
237
-12,638
238
-15,496
239
-10,197
240
-1,634