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
376
$416K 0.04%
6,059
+55
377
$415K 0.04%
5,863
+389
378
$415K 0.04%
9,369
+85
379
$414K 0.04%
13,206
+92
380
$413K 0.04%
4,035
+385
381
$413K 0.04%
6,978
+63
382
$411K 0.04%
1,561
+182
383
$404K 0.04%
1,916
+164
384
$404K 0.04%
5,768
+52
385
$403K 0.04%
4,060
+373
386
$402K 0.04%
3,748
+26
387
$400K 0.04%
4,394
+351
388
$398K 0.04%
3,809
+34
389
$398K 0.04%
2,200
+178
390
$398K 0.04%
2,968
+247
391
$398K 0.04%
4,789
+105
392
$397K 0.04%
10,085
+706
393
$395K 0.04%
8,208
+1,340
394
$392K 0.04%
4,876
+410
395
$387K 0.04%
2,217
+175
396
$385K 0.04%
7,206
+493
397
$384K 0.04%
5,148
+46
398
$381K 0.04%
14,123
+98
399
$377K 0.04%
2,051
+129
400
$373K 0.04%
7,073
+49
14 15
16
17 18