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
$843M
AUM Growth
+$58.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
502
New
Increased
Reduced
Closed

Top Buys

1
+$8.5M
2
+$7.05M
3
+$4.05M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$3.17M
5
TSLA icon
Tesla
TSLA
+$2.74M

Top Sells

1
+$6.73M
2
+$4.48M
3
+$3.81M
4
IMOM icon
Alpha Architect International Quantitative Momentum ETF
IMOM
+$3.55M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$616K

Sector Composition

1 Technology 20.16%
2 Healthcare 12.79%
3 Financials 10.37%
4 Consumer Discretionary 9.41%
5 Industrials 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$488K 0.06%
13,187
+2,208
302
$488K 0.06%
8,362
+1,420
303
$486K 0.06%
3,112
+547
304
$485K 0.06%
1,507
+245
305
$477K 0.06%
65,483
+3,966
306
$477K 0.06%
8,424
+1,377
307
$475K 0.06%
1,760
+288
308
$469K 0.06%
18,493
+2,979
309
$469K 0.06%
23,375
+3,754
310
$464K 0.06%
4,439
-3,689
311
$463K 0.05%
6,950
+1,089
312
$450K 0.05%
9,189
+67
313
$449K 0.05%
+33,239
314
$446K 0.05%
1,327
+236
315
$442K 0.05%
13,545
-6,012
316
$442K 0.05%
4,863
+1,031
317
$439K 0.05%
14,240
+2,428
318
$436K 0.05%
6,044
+922
319
$435K 0.05%
3,412
+570
320
$433K 0.05%
15,444
+2,594
321
$433K 0.05%
5,065
+828
322
$430K 0.05%
6,034
+991
323
$429K 0.05%
6,553
+1,053
324
$427K 0.05%
4,323
+791
325
$426K 0.05%
5,961
+970
11 12
13
14 15