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
$663M
AUM Growth
+$50M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
439
New
Increased
Reduced
Closed

Top Buys

1 +$7.95M
2 +$6.66M
3 +$5.52M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.37M
5
QVAL icon
Alpha Architect US Quantitative Value ETF
QVAL
+$4.76M

Top Sells

1 +$1.25M
2 +$1.08M
3 +$1.08M
4
AYI icon
Acuity Brands
AYI
+$1.03M
5
STX icon
Seagate
STX
+$1.02M

Sector Composition

1 Technology 16.36%
2 Consumer Discretionary 10.63%
3 Healthcare 10.55%
4 Communication Services 8.58%
5 Financials 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$592K 0.09%
3,263
+186
227
$591K 0.09%
+12,946
228
$591K 0.09%
+10,114
229
$589K 0.09%
17,090
+975
230
$587K 0.09%
2,996
+163
231
$587K 0.09%
3,722
+211
232
$587K 0.09%
+7,429
233
$587K 0.09%
+19,779
234
$584K 0.09%
1,310
+74
235
$582K 0.09%
+15,457
236
$581K 0.09%
+25,726
237
$579K 0.09%
7,219
+425
238
$577K 0.09%
2,038
-1,919
239
$570K 0.09%
+1,798
240
$569K 0.09%
+12,089
241
$568K 0.09%
4,288
+235
242
$568K 0.09%
2,890
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243
$563K 0.08%
13,815
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244
$558K 0.08%
12,589
245
$557K 0.08%
12,237
-12,557
246
$550K 0.08%
15,034
+866
247
$547K 0.08%
9,061
+642
248
$541K 0.08%
10,433
+571
249
$541K 0.08%
9,397
+541
250
$541K 0.08%
2,257
+153