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
$1.63B
AUM Growth
+$195M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
515
New
Increased
Reduced
Closed

Top Buys

1
+$3.8M
2
+$3.03M
3
+$2.68M
4
AMZN icon
Amazon
AMZN
+$2.01M
5
META icon
Meta Platforms (Facebook)
META
+$1.28M

Top Sells

1
+$3.83M
2
+$2.46M
3
+$1.16M
4
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$260K
5
PODD icon
Insulet
PODD
+$202K

Sector Composition

1 Technology 28.12%
2 Healthcare 11.85%
3 Financials 11%
4 Consumer Discretionary 9.87%
5 Communication Services 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$619K 0.04%
3,599
+122
377
$618K 0.04%
4,716
+166
378
$618K 0.04%
5,681
+181
379
$607K 0.04%
16,739
+563
380
$607K 0.04%
17,008
+144
381
$605K 0.04%
11,375
+96
382
$602K 0.04%
3,019
+99
383
$601K 0.04%
1,505
+12
384
$597K 0.04%
11,548
+461
385
$591K 0.04%
1,390
+49
386
$590K 0.04%
10,050
+348
387
$585K 0.04%
5,185
+185
388
$585K 0.04%
34,899
+2,762
389
$584K 0.04%
11,713
390
$584K 0.04%
1,997
+16
391
$583K 0.04%
7,112
+232
392
$583K 0.04%
8,606
+270
393
$576K 0.04%
1,944
+65
394
$572K 0.04%
9,714
+82
395
$569K 0.03%
4,789
+183
396
$566K 0.03%
11,992
+319
397
$566K 0.03%
26,093
+888
398
$565K 0.03%
7,222
+222
399
$563K 0.03%
18,365
+1,298
400
$562K 0.03%
4,220
+133
14 15
16
17 18