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
$1.07B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
507
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$3.42M
3
+$3.09M
4
AAPL icon
Apple
AAPL
+$2.96M
5
MSFT icon
Microsoft
MSFT
+$2.78M

Top Sells

1
+$12.9M
2
+$1.65M
3
+$1.08M
4
QMOM icon
Alpha Architect US Quantitative Momentum ETF
QMOM
+$833K
5
GE icon
GE Aerospace
GE
+$659K

Sector Composition

1 Technology 23.1%
2 Healthcare 12.45%
3 Financials 10.1%
4 Consumer Discretionary 9.07%
5 Industrials 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$636K 0.06%
4,479
302
$633K 0.06%
18,042
-47,194
303
$631K 0.06%
3,676
+181
304
$612K 0.06%
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305
$611K 0.06%
17,510
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306
$610K 0.06%
7,059
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307
$606K 0.06%
23,303
308
$605K 0.06%
3,981
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309
$602K 0.06%
6,807
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310
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311
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2,658
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312
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14,974
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313
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3,208
314
$592K 0.06%
2,613
315
$587K 0.06%
7,777
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316
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317
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319
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20,831
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320
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321
$574K 0.05%
22,652
322
$566K 0.05%
13,954
+649
323
$555K 0.05%
5,885
+280
324
$554K 0.05%
2,157
325
$552K 0.05%
7,607
11 12
13
14 15