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
351
$694K 0.04%
7,830
+267
352
$690K 0.04%
24,351
+689
353
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8,982
+308
354
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9,251
+315
355
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4,457
+152
356
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7,933
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357
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1,584
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358
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359
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9,981
360
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12,484
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361
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362
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7,618
363
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8,465
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364
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7,502
+256
365
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366
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368
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369
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371
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3,300
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372
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10,568
+368
373
$622K 0.04%
21,306
+733
374
$621K 0.04%
16,054
+136
375
$620K 0.04%
3,274
+108
13 14
15
16 17