We are live on ! Find out more
EF

Empirical Finance Portfolio holdings

AUM $2.13B
1-Year Est. Return 29.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$213M
AUM Growth
+$66.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
706
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$7.68M
3
+$4.77M
4
QVAL icon
Alpha Architect US Quantitative Value ETF
QVAL
+$4.13M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.52M

Top Sells

1
+$2.53M
2
+$1.64M
3
+$1.09M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$684K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$545K

Sector Composition

1 Consumer Discretionary 13.21%
2 Technology 6.09%
3 Healthcare 4.98%
4 Consumer Staples 4.11%
5 Industrials 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
– –
-255
327
– –
-307
328
– –
-61
329
– –
-301
330
– –
-163
331
– –
-523
332
– –
-198
333
– –
-158
334
– –
-150
335
– –
-176
336
– –
-264
337
– –
-436
338
– –
-176
339
– –
-101
340
– –
-94
341
– –
-107
342
– –
-748
343
– –
-441
344
– –
-259
345
– –
-557
346
– –
-1,142
347
– –
-32
348
– –
-116
349
– –
-242
350
– –
-347
12 13
14
15 16