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
301
$234K 0.04%
+3,719
302
$232K 0.04%
+2,248
303
$232K 0.04%
3,279
+140
304
$226K 0.04%
+1,483
305
$224K 0.04%
+6,471
306
$220K 0.04%
+1,061
307
$217K 0.04%
+2,487
308
$216K 0.04%
+7,648
309
$212K 0.04%
+2,876
310
$210K 0.04%
+1,587
311
$210K 0.04%
+5,635
312
$210K 0.04%
+1,428
313
$209K 0.04%
+3,329
314
$209K 0.04%
+767
315
$208K 0.04%
+2,159
316
$206K 0.04%
+6,451
317
$204K 0.04%
+2,300
318
$202K 0.04%
+1,154
319
$201K 0.04%
+2,158
320
$201K 0.04%
+983
321
$200K 0.04%
+5,772
322
$166K 0.03%
+10,126
323
$162K 0.03%
+10,049
324
$161K 0.03%
13,564
+2,178
325
$133K 0.02%
+10,508
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