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
$663M
AUM Growth
+$50M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
439
New
Increased
Reduced
Closed

Top Buys

1
+$7.95M
2
+$6.66M
3
+$5.52M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.37M
5
QVAL icon
Alpha Architect US Quantitative Value ETF
QVAL
+$4.76M

Top Sells

1
+$1.25M
2
+$1.08M
3
+$1.08M
4
AYI icon
Acuity Brands
AYI
+$1.03M
5
STX icon
Seagate
STX
+$1.02M

Sector Composition

1 Technology 16.36%
2 Consumer Discretionary 10.63%
3 Healthcare 10.55%
4 Communication Services 8.58%
5 Financials 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$284K 0.04%
1,984
+156
352
$281K 0.04%
1,659
+97
353
$280K 0.04%
2,267
+130
354
$279K 0.04%
4,332
+240
355
$278K 0.04%
1,697
+108
356
$278K 0.04%
5,257
+295
357
$272K 0.04%
3,860
+207
358
$271K 0.04%
4,052
+229
359
$269K 0.04%
2,405
-254
360
$269K 0.04%
786
+47
361
$268K 0.04%
1,473
+114
362
$268K 0.04%
12,385
+672
363
$267K 0.04%
2,087
+115
364
$266K 0.04%
9,538
+567
365
$264K 0.04%
12,367
+667
366
$263K 0.04%
1,587
+89
367
$263K 0.04%
3,361
+205
368
$260K 0.04%
728
+44
369
$259K 0.04%
4,670
+280
370
$258K 0.04%
2,875
+160
371
$257K 0.04%
5,468
+295
372
$256K 0.04%
2,149
+124
373
$256K 0.04%
709
+39
374
$255K 0.04%
3,088
+173
375
$254K 0.04%
2,456
+140
13 14
15
16 17