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
251
$765K 0.08%
8,585
+659
252
$763K 0.08%
16,764
+517
253
$762K 0.08%
7,786
+519
254
$759K 0.08%
18,642
+2,133
255
$759K 0.08%
7,640
+545
256
$757K 0.08%
9,032
+725
257
$748K 0.08%
2,226
+156
258
$747K 0.08%
17,026
+680
259
$747K 0.08%
4,233
+317
260
$738K 0.08%
9,513
+804
261
$733K 0.08%
8,497
+694
262
$729K 0.08%
4,784
+368
263
$715K 0.07%
23,564
+2,728
264
$715K 0.07%
30,208
+2,366
265
$714K 0.07%
5,537
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266
$712K 0.07%
19,049
+1,482
267
$706K 0.07%
11,295
+89
268
$706K 0.07%
43,815
+340
269
$700K 0.07%
5,488
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270
$686K 0.07%
9,044
+592
271
$680K 0.07%
15,105
+1,080
272
$679K 0.07%
16,366
+831
273
$678K 0.07%
13,305
+1,063
274
$674K 0.07%
1,437
+108
275
$674K 0.07%
1,896
+136
9 10
11
12 13