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
$1.63B
AUM Growth
+$195M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
515
New
Increased
Reduced
Closed

Top Buys

1
+$3.8M
2
+$3.03M
3
+$2.68M
4
AMZN icon
Amazon
AMZN
+$2.01M
5
META icon
Meta Platforms (Facebook)
META
+$1.28M

Top Sells

1
+$3.83M
2
+$2.46M
3
+$1.16M
4
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$260K
5
PODD icon
Insulet
PODD
+$202K

Sector Composition

1 Technology 28.12%
2 Healthcare 11.85%
3 Financials 11%
4 Consumer Discretionary 9.87%
5 Communication Services 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$862K 0.05%
4,133
+193
302
$852K 0.05%
2,599
+87
303
$849K 0.05%
6,613
+226
304
$847K 0.05%
1,251
+59
305
$846K 0.05%
4,130
+144
306
$841K 0.05%
64,873
+253
307
$834K 0.05%
24,267
+475
308
$832K 0.05%
46,921
+1,516
309
$831K 0.05%
7,920
+252
310
$829K 0.05%
2,687
+86
311
$825K 0.05%
13,598
+115
312
$825K 0.05%
6,748
+237
313
$806K 0.05%
5,540
+204
314
$803K 0.05%
7,165
+252
315
$795K 0.05%
1,654
+20
316
$793K 0.05%
5,119
+169
317
$793K 0.05%
25,362
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318
$782K 0.05%
18,285
+617
319
$781K 0.05%
14,788
+518
320
$779K 0.05%
8,068
+504
321
$778K 0.05%
11,547
+383
322
$778K 0.05%
12,325
+421
323
$769K 0.05%
5,759
+199
324
$768K 0.05%
14,897
+517
325
$762K 0.05%
18,048
+1
11 12
13
14 15