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
$569M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$7.74M
2
+$3.72M
3
+$3.5M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$3.14M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.02M

Top Sells

1
+$10.7M
2
+$5.53M
3
+$2.51M
4
IMOM icon
Alpha Architect International Quantitative Momentum ETF
IMOM
+$2.49M
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$2.41M

Sector Composition

1 Technology 15.44%
2 Consumer Discretionary 12.01%
3 Healthcare 10.13%
4 Industrials 9.37%
5 Financials 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$285K 0.05%
7,923
+1,318
277
$285K 0.05%
1,597
+289
278
$282K 0.05%
11,550
+2,016
279
$282K 0.05%
+247
280
$280K 0.05%
1,823
+320
281
$279K 0.05%
+2,308
282
$279K 0.05%
+3,264
283
$274K 0.05%
2,960
+700
284
$274K 0.05%
+6,623
285
$271K 0.05%
4,014
+726
286
$265K 0.05%
+3,645
287
$263K 0.05%
19,266
+3,476
288
$263K 0.05%
1,721
+290
289
$260K 0.05%
8,200
+1,333
290
$259K 0.05%
1,281
+220
291
$259K 0.05%
+2,396
292
$256K 0.05%
1,683
-415
293
$249K 0.04%
+1,283
294
$247K 0.04%
+3,142
295
$241K 0.04%
3,329
+597
296
$238K 0.04%
2,383
+402
297
$237K 0.04%
+1,227
298
$235K 0.04%
+7,388
299
$235K 0.04%
+2,462
300
$235K 0.04%
+4,158
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