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
$966M
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
507
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$3.75M
3
+$3.7M
4
HIDE icon
Alpha Architect High Inflation and Deflation ETF
HIDE
+$3.42M
5
NTSX icon
WisdomTree US Efficient Core Fund
NTSX
+$2.12M

Top Sells

1
+$5.46M
2
+$2.05M
3
+$1.9M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.84M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.16M

Sector Composition

1 Technology 19.81%
2 Healthcare 13.66%
3 Financials 11.12%
4 Consumer Discretionary 8.39%
5 Industrials 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$586K 0.06%
9,126
+764
302
$581K 0.06%
19,889
+1,396
303
$574K 0.06%
7,473
+523
304
$569K 0.06%
13,327
+121
305
$569K 0.06%
5,427
+564
306
$566K 0.06%
3,901
+380
307
$563K 0.06%
9,171
+747
308
$559K 0.06%
23,303
+212
309
$555K 0.06%
1,642
+135
310
$553K 0.06%
58,324
+4,904
311
$553K 0.06%
34,618
+2,749
312
$551K 0.06%
16,768
+1,324
313
$547K 0.06%
25,392
+2,017
314
$546K 0.06%
4,477
+422
315
$546K 0.06%
6,501
+457
316
$542K 0.06%
6,539
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317
$539K 0.06%
1,573
+124
318
$539K 0.06%
4,479
+40
319
$533K 0.06%
4,699
+42
320
$527K 0.05%
3,699
+287
321
$525K 0.05%
4,751
+379
322
$521K 0.05%
15,469
+1,229
323
$520K 0.05%
6,449
+488
324
$514K 0.05%
3,797
+305
325
$514K 0.05%
3,286
+222
11 12
13
14 15