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
$1.63B
AUM Growth
+$195M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
515
New
Increased
Reduced
Closed

Top Buys

1
+$3.8M
2
+$3.03M
3
+$2.68M
4
AMZN icon
Amazon
AMZN
+$2.01M
5
META icon
Meta Platforms (Facebook)
META
+$1.28M

Top Sells

1
+$3.83M
2
+$2.46M
3
+$1.16M
4
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$260K
5
PODD icon
Insulet
PODD
+$202K

Sector Composition

1 Technology 28.12%
2 Healthcare 11.85%
3 Financials 11%
4 Consumer Discretionary 9.87%
5 Communication Services 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.29M 0.08%
5,485
+174
227
$1.29M 0.08%
8,363
+289
228
$1.29M 0.08%
13,555
+487
229
$1.28M 0.08%
8,219
+264
230
$1.28M 0.08%
17,914
+79
231
$1.28M 0.08%
9,773
+298
232
$1.28M 0.08%
7,654
+36
233
$1.28M 0.08%
9,620
+296
234
$1.27M 0.08%
61,523
+309
235
$1.27M 0.08%
32,292
+1,072
236
$1.27M 0.08%
8,918
+970
237
$1.25M 0.08%
19,956
+634
238
$1.25M 0.08%
6,557
+29
239
$1.24M 0.08%
21,623
+109
240
$1.24M 0.08%
13,618
+497
241
$1.24M 0.08%
8,528
+287
242
$1.21M 0.07%
3,623
+15
243
$1.21M 0.07%
18,125
+605
244
$1.21M 0.07%
4,148
+140
245
$1.2M 0.07%
32,422
+633
246
$1.2M 0.07%
11,628
+361
247
$1.2M 0.07%
23,035
+112
248
$1.19M 0.07%
4,669
+160
249
$1.18M 0.07%
4,074
+120
250
$1.17M 0.07%
4,392
+151
8 9
10
11 12