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
276
$997K 0.06%
8,176
+274
277
$992K 0.06%
2,506
+89
278
$991K 0.06%
7,511
+255
279
$991K 0.06%
6,686
+181
280
$987K 0.06%
6,310
+219
281
$984K 0.06%
1,881
+60
282
$982K 0.06%
26,613
+964
283
$969K 0.06%
13,696
+464
284
$965K 0.06%
6,078
285
$959K 0.06%
7,418
+308
286
$956K 0.06%
8,975
+399
287
$956K 0.06%
12,365
+365
288
$952K 0.06%
11,366
+58
289
$941K 0.06%
6,456
+217
290
$935K 0.06%
11,389
+384
291
$931K 0.06%
13,606
+478
292
$926K 0.06%
4,033
+16
293
$922K 0.06%
24,766
+836
294
$918K 0.06%
8,803
+299
295
$916K 0.06%
27,805
+939
296
$910K 0.06%
37,518
+163
297
$908K 0.06%
5,127
+170
298
$899K 0.06%
58,573
+797
299
$868K 0.05%
16,453
+655
300
$866K 0.05%
10,799
+743
10 11
12
13 14