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
$966M
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
507
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$3.75M
3
+$3.7M
4
HIDE icon
Alpha Architect High Inflation and Deflation ETF
HIDE
+$3.42M
5
NTSX icon
WisdomTree US Efficient Core Fund
NTSX
+$2.12M

Top Sells

1
+$5.46M
2
+$2.05M
3
+$1.9M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.84M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.16M

Sector Composition

1 Technology 19.81%
2 Healthcare 13.66%
3 Financials 11.12%
4 Consumer Discretionary 8.39%
5 Industrials 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$457K 0.05%
5,605
+403
352
$457K 0.05%
33,180
-59
353
$456K 0.05%
2,878
+224
354
$454K 0.05%
19,371
+176
355
$450K 0.05%
11,029
+76
356
$447K 0.05%
8,952
+62
357
$446K 0.05%
3,877
+27
358
$444K 0.05%
1,361
+110
359
$443K 0.05%
8,430
+58
360
$442K 0.05%
1,106
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361
$441K 0.05%
3,208
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362
$441K 0.05%
3,147
+287
363
$439K 0.05%
8,584
+602
364
$438K 0.05%
25,166
+1,936
365
$437K 0.05%
7,607
+69
366
$437K 0.05%
2,157
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367
$427K 0.04%
5,168
+396
368
$425K 0.04%
13,304
+92
369
$424K 0.04%
1,855
+157
370
$422K 0.04%
1,794
+157
371
$422K 0.04%
3,380
+264
372
$421K 0.04%
22,652
+206
373
$421K 0.04%
15,320
+106
374
$420K 0.04%
8,287
+30
375
$419K 0.04%
4,913
+44
13 14
15
16 17