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
251
$1.15M 0.07%
5,343
+178
252
$1.15M 0.07%
19,072
+88
253
$1.14M 0.07%
12,590
+417
254
$1.13M 0.07%
38,988
+175
255
$1.13M 0.07%
13,559
+281
256
$1.12M 0.07%
11,502
+362
257
$1.1M 0.07%
7,978
+844
258
$1.1M 0.07%
22,892
+783
259
$1.09M 0.07%
822
+29
260
$1.08M 0.07%
12,594
+427
261
$1.08M 0.07%
35,764
+1,064
262
$1.08M 0.07%
9,620
+296
263
$1.08M 0.07%
27,620
+1,468
264
$1.07M 0.07%
50,174
265
$1.07M 0.07%
29,901
+1,506
266
$1.07M 0.07%
22,348
+402
267
$1.07M 0.07%
31,873
268
$1.07M 0.07%
3,228
+27
269
$1.07M 0.07%
31,892
+1,211
270
$1.06M 0.07%
12,630
+3,586
271
$1.06M 0.06%
20,195
+665
272
$1.05M 0.06%
19,578
+668
273
$1.04M 0.06%
7,791
+257
274
$1.04M 0.06%
5,232
+179
275
$1.03M 0.06%
5,303
+182
9 10
11
12 13