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
301
$387K 0.06%
1,527
+89
302
$386K 0.06%
6,341
+354
303
$384K 0.06%
2,274
+127
304
$382K 0.06%
5,448
+312
305
$381K 0.06%
2,288
+202
306
$380K 0.06%
4,482
+258
307
$380K 0.06%
2,675
+154
308
$379K 0.06%
8,920
+497
309
$374K 0.06%
3,260
310
$374K 0.06%
7,274
+421
311
$373K 0.06%
4,149
+228
312
$372K 0.06%
14,414
+826
313
$366K 0.06%
1,896
+139
314
$363K 0.05%
5,146
+288
315
$358K 0.05%
2,887
+169
316
$357K 0.05%
9,779
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317
$356K 0.05%
2,694
318
$354K 0.05%
4,768
-799
319
$352K 0.05%
4,193
-7,701
320
$351K 0.05%
2,622
321
$350K 0.05%
1,994
+115
322
$349K 0.05%
2,118
+120
323
$349K 0.05%
3,952
+220
324
$346K 0.05%
4,231
+246
325
$345K 0.05%
7,060
+374
11 12
13
14 15