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
$1.07B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
507
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$3.42M
3
+$3.09M
4
AAPL icon
Apple
AAPL
+$2.96M
5
MSFT icon
Microsoft
MSFT
+$2.78M

Top Sells

1
+$12.9M
2
+$1.65M
3
+$1.08M
4
QMOM icon
Alpha Architect US Quantitative Momentum ETF
QMOM
+$833K
5
GE icon
GE Aerospace
GE
+$659K

Sector Composition

1 Technology 23.1%
2 Healthcare 12.45%
3 Financials 10.1%
4 Consumer Discretionary 9.07%
5 Industrials 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$924K 0.09%
6,014
+700
227
$923K 0.09%
9,645
+525
228
$922K 0.09%
7,950
229
$917K 0.09%
21,265
+265
230
$915K 0.09%
60,600
+2,276
231
$903K 0.08%
30,771
+428
232
$895K 0.08%
16,467
+756
233
$894K 0.08%
14,679
+653
234
$893K 0.08%
34,228
235
$892K 0.08%
6,211
+249
236
$891K 0.08%
19,973
-1,613
237
$887K 0.08%
8,002
+336
238
$884K 0.08%
34,531
239
$882K 0.08%
36,800
+501
240
$879K 0.08%
6,584
+296
241
$879K 0.08%
10,625
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242
$877K 0.08%
8,982
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243
$874K 0.08%
14,001
+687
244
$871K 0.08%
3,978
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245
$855K 0.08%
31,696
+1,488
246
$851K 0.08%
1,236
+56
247
$851K 0.08%
4,437
+204
248
$850K 0.08%
22,598
+1,256
249
$839K 0.08%
7,971
+331
250
$831K 0.08%
9,053
-3,091
8 9
10
11 12