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
$1.43B
AUM Growth
+$72.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
534
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$696K
3
+$684K
4
MSFT icon
Microsoft
MSFT
+$664K
5
MTH icon
Meritage Homes
MTH
+$664K

Top Sells

1
+$26.9M
2
+$10.5M
3
+$9.89M
4
IVAL icon
Alpha Architect International Quantitative Value ETF
IVAL
+$9.14M
5
QVAL icon
Alpha Architect US Quantitative Value ETF
QVAL
+$8.92M

Sector Composition

1 Technology 27.37%
2 Healthcare 12.03%
3 Financials 10.77%
4 Consumer Discretionary 10.06%
5 Communication Services 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$564K 0.04%
4,087
+6
377
$563K 0.04%
15,918
378
$561K 0.04%
1,341
+13
379
$560K 0.04%
5,410
+43
380
$553K 0.04%
9,632
381
$548K 0.04%
8,189
+360
382
$546K 0.04%
11,087
+178
383
$544K 0.04%
11,832
384
$543K 0.04%
2,502
+24
385
$543K 0.04%
1,879
+14
386
$543K 0.04%
5,000
-6
387
$540K 0.04%
3,477
+168
388
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6,880
-310
389
$536K 0.04%
16,176
+117
390
$534K 0.04%
4,606
+57
391
$526K 0.04%
5,360
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392
$525K 0.04%
4,857
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393
$522K 0.04%
11,673
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394
$521K 0.04%
9,702
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395
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3,192
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396
$518K 0.04%
1,493
397
$517K 0.04%
18,081
+231
398
$513K 0.04%
11,279
399
$511K 0.04%
2,272
400
$511K 0.04%
16,864
-13,359
14 15
16
17 18