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
326
$760K 0.05%
5,284
327
$753K 0.05%
4,503
+146
328
$750K 0.05%
12,544
+425
329
$750K 0.05%
19,411
+622
330
$745K 0.05%
5,017
+193
331
$739K 0.05%
2,148
+72
332
$739K 0.05%
17,139
+500
333
$738K 0.05%
26,817
+893
334
$737K 0.05%
2,804
+23
335
$732K 0.05%
8,486
+265
336
$730K 0.04%
7,612
+235
337
$727K 0.04%
22,388
+487
338
$722K 0.04%
7,461
+239
339
$722K 0.04%
3,303
+103
340
$721K 0.04%
34,262
+1,134
341
$717K 0.04%
7,071
+243
342
$710K 0.04%
2,612
-9
343
$710K 0.04%
9,103
+283
344
$706K 0.04%
5,550
+186
345
$705K 0.04%
3,837
+130
346
$704K 0.04%
5,726
+48
347
$703K 0.04%
5,101
+157
348
$697K 0.04%
5,734
+173
349
$696K 0.04%
79,751
+2,713
350
$695K 0.04%
5,598
+188
12 13
14
15 16