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
276
$669K 0.07%
8,692
+627
277
$666K 0.07%
2,873
278
$663K 0.07%
4,002
+368
279
$660K 0.07%
6,049
+490
280
$659K 0.07%
3,038
+263
281
$658K 0.07%
6,529
+59
282
$656K 0.07%
1,180
+104
283
$655K 0.07%
3,776
+297
284
$653K 0.07%
4,604
+388
285
$651K 0.07%
20,369
+1,638
286
$650K 0.07%
21,342
+1,718
287
$646K 0.07%
21,872
+2,620
288
$633K 0.07%
2,388
+298
289
$631K 0.07%
9,919
+779
290
$629K 0.07%
44,265
+17,199
291
$626K 0.06%
3,220
+273
292
$612K 0.06%
3,495
+284
293
$607K 0.06%
25,472
+127
294
$606K 0.06%
3,392
+280
295
$602K 0.06%
18,334
+1,476
296
$597K 0.06%
5,082
+394
297
$597K 0.06%
14,229
+1,042
298
$596K 0.06%
10,592
+840
299
$594K 0.06%
6,681
+530
300
$591K 0.06%
14,036
+491
10 11
12
13 14