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
376
$446K 0.04%
10,517
+432
377
$442K 0.04%
3,320
+173
378
$440K 0.04%
1,429
379
$437K 0.04%
3,659
+246
380
$435K 0.04%
5,288
+855
381
$435K 0.04%
4,636
-153
382
$434K 0.04%
1,366
+57
383
$433K 0.04%
3,548
+168
384
$433K 0.04%
6,133
+270
385
$433K 0.04%
13,206
386
$426K 0.04%
7,509
+303
387
$424K 0.04%
3,944
+179
388
$424K 0.04%
19,371
389
$422K 0.04%
844
+55
390
$419K 0.04%
15,320
391
$414K 0.04%
14,242
+284
392
$414K 0.04%
4,259
+199
393
$412K 0.04%
2,304
+104
394
$409K 0.04%
2,329
+112
395
$408K 0.04%
7,073
396
$405K 0.04%
1,808
397
$404K 0.04%
10,855
+533
398
$403K 0.04%
36,013
+2,210
399
$403K 0.04%
3,855
+220
400
$399K 0.04%
6,249
+295
14 15
16
17 18