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
326
$550K 0.05%
8,430
327
$550K 0.05%
3,877
328
$545K 0.05%
3,447
+178
329
$544K 0.05%
3,505
+150
330
$540K 0.05%
4,580
+186
331
$540K 0.05%
2,553
+118
332
$539K 0.05%
2,562
+174
333
$537K 0.05%
8,952
334
$533K 0.05%
5,768
335
$530K 0.05%
16,283
+814
336
$529K 0.05%
5,750
+323
337
$528K 0.05%
14,427
+391
338
$527K 0.05%
1,179
+73
339
$525K 0.05%
9,273
340
$523K 0.05%
9,558
+387
341
$521K 0.05%
4,978
+227
342
$515K 0.05%
5,121
+27
343
$513K 0.05%
19,253
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344
$509K 0.05%
1,643
+70
345
$508K 0.05%
5,760
+257
346
$506K 0.05%
5,420
+252
347
$504K 0.05%
16,892
+2,659
348
$504K 0.05%
3,748
349
$502K 0.05%
6,756
+255
350
$500K 0.05%
13,312
+703
12 13
14
15 16