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
351
$651K 0.04%
4,677
-27
352
$651K 0.04%
12,100
-170
353
$648K 0.04%
8,493
-99
354
$646K 0.04%
7,637
-42
355
$645K 0.04%
10,538
-10,953
356
$644K 0.04%
4,821
-139
357
$642K 0.04%
14,241
-168
358
$640K 0.04%
4,445
-47
359
$636K 0.04%
1,070
+32
360
$636K 0.04%
2,877
+29
361
$635K 0.04%
+30,874
362
$621K 0.04%
3,000
-38
363
$618K 0.04%
4,907
-22
364
$617K 0.04%
6,711
-75
365
$611K 0.04%
5,782
+2
366
$608K 0.04%
23,802
-17,457
367
$605K 0.04%
10,035
+875
368
$604K 0.04%
+2,640
369
$603K 0.03%
8,369
-104
370
$602K 0.03%
7,773
-102
371
$599K 0.03%
18,650
+81
372
$597K 0.03%
10,830
-139
373
$596K 0.03%
4,599
-40
374
$593K 0.03%
7,911
-90
375
$591K 0.03%
11,381
+84
13 14
15
16 17