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
$1.73B
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$813K
3
+$752K
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$709K
5
ARKK icon
ARK Innovation ETF
ARKK
+$684K

Top Sells

1
+$1.86M
2
+$1.39M
3
+$1.39M
4
UAL icon
United Airlines
UAL
+$1.09M
5
NTSX icon
WisdomTree US Efficient Core Fund
NTSX
+$848K

Sector Composition

1 Technology 30.99%
2 Financials 11.21%
3 Consumer Discretionary 10.93%
4 Communication Services 10.1%
5 Healthcare 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
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32,125
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327
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7,102
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328
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14
15 16