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
376
$253K 0.04%
970
+65
377
$252K 0.04%
3,106
+185
378
$252K 0.04%
3,105
+182
379
$248K 0.04%
1,658
+90
380
$248K 0.04%
+500
381
$246K 0.04%
1,622
+92
382
$246K 0.04%
4,962
+292
383
$244K 0.04%
1,827
+202
384
$244K 0.04%
1,461
+81
385
$243K 0.04%
+4,041
386
$241K 0.04%
11,152
+649
387
$241K 0.04%
1,393
+78
388
$241K 0.04%
9,414
-630
389
$240K 0.04%
888
-26
390
$238K 0.04%
6,674
+413
391
$238K 0.04%
16,688
+933
392
$230K 0.03%
1,104
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393
$228K 0.03%
5,291
+314
394
$227K 0.03%
1,108
+83
395
$225K 0.03%
1,884
+103
396
$225K 0.03%
+372
397
$223K 0.03%
1,337
+96
398
$221K 0.03%
1,823
+102
399
$221K 0.03%
562
+30
400
$219K 0.03%
1,056
+59
14 15
16
17 18