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
$569M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$7.74M
2
+$3.72M
3
+$3.5M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$3.14M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.02M

Top Sells

1
+$10.7M
2
+$5.53M
3
+$2.51M
4
IMOM icon
Alpha Architect International Quantitative Momentum ETF
IMOM
+$2.49M
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$2.41M

Sector Composition

1 Technology 15.44%
2 Consumer Discretionary 12.01%
3 Healthcare 10.13%
4 Industrials 9.37%
5 Financials 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$377K 0.07%
3,184
+550
227
$368K 0.06%
5,774
+1,036
228
$367K 0.06%
2,690
+499
229
$367K 0.06%
2,614
+453
230
$366K 0.06%
2,459
+400
231
$366K 0.06%
2,775
+463
232
$364K 0.06%
7,238
+1,036
233
$363K 0.06%
8,543
+1,366
234
$361K 0.06%
809
+150
235
$359K 0.06%
3,265
+543
236
$358K 0.06%
6,080
+1,085
237
$358K 0.06%
1,314
+228
238
$356K 0.06%
7,692
+1,286
239
$356K 0.06%
2,349
+403
240
$354K 0.06%
2,495
+433
241
$352K 0.06%
11,670
+1,890
242
$352K 0.06%
5,277
+933
243
$349K 0.06%
2,418
+420
244
$347K 0.06%
5,026
+920
245
$346K 0.06%
39,404
+6,917
246
$342K 0.06%
1,649
+292
247
$335K 0.06%
5,587
+1,035
248
$334K 0.06%
12,994
249
$333K 0.06%
+8,807
250
$330K 0.06%
533
+102
8 9
10
11 12