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
251
$534K 0.08%
3,908
+308
252
$531K 0.08%
+3,077
253
$531K 0.08%
5,045
+276
254
$530K 0.08%
7,796
+320
255
$523K 0.08%
9,627
+651
256
$522K 0.08%
10,076
+596
257
$520K 0.08%
3,655
+203
258
$514K 0.08%
3,396
+230
259
$510K 0.08%
6,340
+359
260
$507K 0.08%
6,834
+377
261
$506K 0.08%
6,232
+353
262
$505K 0.08%
8,171
+448
263
$503K 0.08%
3,396
+185
264
$501K 0.08%
3,933
+208
265
$499K 0.08%
6,357
+367
266
$497K 0.07%
6,474
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267
$492K 0.07%
4,520
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268
$491K 0.07%
289
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269
$491K 0.07%
2,114
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270
$489K 0.07%
3,218
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271
$484K 0.07%
3,943
+207
272
$470K 0.07%
3,111
+182
273
$469K 0.07%
7,422
+496
274
$460K 0.07%
1,744
+114
275
$456K 0.07%
7,620
+441