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
251
$831K 0.08%
8,767
+447
252
$827K 0.08%
33,687
+1,332
253
$825K 0.08%
4,842
+238
254
$819K 0.08%
1,501
+64
255
$814K 0.08%
+9,923
256
$808K 0.08%
44,441
+176
257
$805K 0.08%
17,546
+520
258
$803K 0.08%
43,815
259
$799K 0.07%
16,766
260
$797K 0.07%
8,062
+276
261
$788K 0.07%
5,824
+287
262
$787K 0.07%
24,886
+1,296
263
$785K 0.07%
1,984
+88
264
$784K 0.07%
4,853
+228
265
$774K 0.07%
22,662
-106
266
$770K 0.07%
19,919
+1,277
267
$758K 0.07%
10,009
+496
268
$754K 0.07%
2,314
+88
269
$753K 0.07%
21,348
+979
270
$751K 0.07%
5,809
+321
271
$748K 0.07%
26,255
+783
272
$746K 0.07%
9,536
+504
273
$744K 0.07%
16,761
+395
274
$743K 0.07%
15,805
+700
275
$742K 0.07%
5,641
9 10
11
12 13