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
276
$455K 0.07%
1,627
+90
277
$452K 0.07%
4,018
+223
278
$451K 0.07%
12,980
-21
279
$449K 0.07%
7,680
+570
280
$440K 0.07%
8,449
+439
281
$436K 0.07%
9,258
+504
282
$434K 0.07%
6,964
+447
283
$433K 0.07%
1,474
+83
284
$429K 0.06%
2,997
+169
285
$422K 0.06%
7,027
+399
286
$422K 0.06%
9,510
+530
287
$421K 0.06%
1,875
+103
288
$418K 0.06%
669
+37
289
$414K 0.06%
4,352
+248
290
$414K 0.06%
2,074
+109
291
$414K 0.06%
5,037
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292
$414K 0.06%
6,617
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293
$413K 0.06%
300
+17
294
$409K 0.06%
632
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295
$408K 0.06%
2,037
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296
$406K 0.06%
4,172
+249
297
$405K 0.06%
1,533
+81
298
$403K 0.06%
24,115
+1,430
299
$398K 0.06%
9,838
+516
300
$395K 0.06%
9,384
+524
10 11
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