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
$1.73B
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$813K
3
+$752K
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$709K
5
ARKK icon
ARK Innovation ETF
ARKK
+$684K

Top Sells

1
+$1.86M
2
+$1.39M
3
+$1.39M
4
UAL icon
United Airlines
UAL
+$1.09M
5
NTSX icon
WisdomTree US Efficient Core Fund
NTSX
+$848K

Sector Composition

1 Technology 30.99%
2 Financials 11.21%
3 Consumer Discretionary 10.93%
4 Communication Services 10.1%
5 Healthcare 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$975K 0.06%
12,534
-85
277
$965K 0.06%
6,214
-79
278
$965K 0.06%
5,891
-50
279
$965K 0.06%
24,036
-328
280
$963K 0.06%
20,831
+2,434
281
$962K 0.06%
8,052
-96
282
$959K 0.06%
24,739
+605
283
$955K 0.06%
11,836
-751
284
$945K 0.05%
5,882
-68
285
$943K 0.05%
8,606
-1,366
286
$942K 0.05%
12,188
-107
287
$938K 0.05%
43,951
-558
288
$935K 0.05%
764
289
$929K 0.05%
18,379
-284
290
$918K 0.05%
14,818
-297
291
$912K 0.05%
16,830
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292
$911K 0.05%
15,899
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293
$903K 0.05%
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294
$902K 0.05%
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295
$893K 0.05%
11,905
-125
296
$886K 0.05%
4,815
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297
$886K 0.05%
3,918
-37
298
$874K 0.05%
4,693
-61
299
$872K 0.05%
8,331
-104
300
$870K 0.05%
7,692
-88
10 11
12
13 14