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
$966M
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
507
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$3.75M
3
+$3.7M
4
HIDE icon
Alpha Architect High Inflation and Deflation ETF
HIDE
+$3.42M
5
NTSX icon
WisdomTree US Efficient Core Fund
NTSX
+$2.12M

Top Sells

1
+$5.46M
2
+$2.05M
3
+$1.9M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.84M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.16M

Sector Composition

1 Technology 19.81%
2 Healthcare 13.66%
3 Financials 11.12%
4 Consumer Discretionary 8.39%
5 Industrials 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$872K 0.09%
42,238
+246
227
$871K 0.09%
1,383
+103
228
$869K 0.09%
9,120
+744
229
$858K 0.09%
10,958
+872
230
$857K 0.09%
34,228
+127
231
$849K 0.09%
6,076
+478
232
$843K 0.09%
5,962
+369
233
$837K 0.09%
17,118
+1,351
234
$832K 0.09%
18,672
+1,224
235
$816K 0.08%
13,314
+1,006
236
$815K 0.08%
30,343
+889
237
$815K 0.08%
7,950
+62
238
$815K 0.08%
22,768
+128
239
$811K 0.08%
4,124
+384
240
$805K 0.08%
5,641
+44
241
$804K 0.08%
9,431
+407
242
$802K 0.08%
14,026
+1,068
243
$800K 0.08%
21,000
+618
244
$798K 0.08%
173
+8
245
$795K 0.08%
32,355
+1,782
246
$794K 0.08%
3,083
+243
247
$791K 0.08%
4,625
+377
248
$791K 0.08%
6,288
+511
249
$786K 0.08%
3,776
+315
250
$780K 0.08%
8,320
+641
8 9
10
11 12