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
$1.73B
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$813K
3
+$752K
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$709K
5
ARKK icon
ARK Innovation ETF
ARKK
+$684K

Top Sells

1
+$1.86M
2
+$1.39M
3
+$1.39M
4
UAL icon
United Airlines
UAL
+$1.09M
5
NTSX icon
WisdomTree US Efficient Core Fund
NTSX
+$848K

Sector Composition

1 Technology 30.99%
2 Financials 11.21%
3 Consumer Discretionary 10.93%
4 Communication Services 10.1%
5 Healthcare 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.25M 0.07%
8,407
+233
227
$1.25M 0.07%
3,643
-57
228
$1.25M 0.07%
26,235
-328
229
$1.24M 0.07%
9,331
-102
230
$1.23M 0.07%
5,454
-45
231
$1.22M 0.07%
16,061
-326
232
$1.22M 0.07%
6,222
-78
233
$1.22M 0.07%
58,288
+2,327
234
$1.2M 0.07%
38,479
+1,501
235
$1.19M 0.07%
24,127
-368
236
$1.18M 0.07%
8,972
-116
237
$1.18M 0.07%
2,859
-28
238
$1.17M 0.07%
4,561
-43
239
$1.17M 0.07%
12,952
-105
240
$1.16M 0.07%
10,627
-160
241
$1.16M 0.07%
1,631
-48
242
$1.15M 0.07%
+10,465
243
$1.14M 0.07%
6,026
-71
244
$1.13M 0.07%
4,961
-48
245
$1.13M 0.07%
99,994
+10,775
246
$1.12M 0.06%
3,924
-44
247
$1.11M 0.06%
6,522
-274
248
$1.1M 0.06%
29,546
-200
249
$1.1M 0.06%
2,128
-17
250
$1.1M 0.06%
10,938
+35
8 9
10
11 12