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
351
$499K 0.05%
4,172
+271
352
$496K 0.05%
8,625
+417
353
$495K 0.05%
4,902
+258
354
$495K 0.05%
8,978
+394
355
$494K 0.05%
26,624
+1,232
356
$494K 0.05%
9,369
357
$491K 0.05%
8,006
+405
358
$486K 0.05%
3,432
+146
359
$479K 0.04%
13,304
360
$478K 0.04%
11,029
361
$478K 0.04%
3,036
+158
362
$477K 0.04%
4,252
+217
363
$476K 0.04%
3,809
364
$475K 0.04%
7,549
+440
365
$471K 0.04%
4,913
366
$470K 0.04%
6,010
+182
367
$468K 0.04%
5,013
+263
368
$466K 0.04%
15,548
369
$459K 0.04%
6,873
-641
370
$458K 0.04%
3,125
+157
371
$457K 0.04%
10,278
+232
372
$455K 0.04%
+4,492
373
$453K 0.04%
10,654
374
$452K 0.04%
1,957
+102
375
$450K 0.04%
2,136
+85
13 14
15
16 17