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
$1.73B
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$813K
3
+$752K
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$709K
5
ARKK icon
ARK Innovation ETF
ARKK
+$684K

Top Sells

1
+$1.86M
2
+$1.39M
3
+$1.39M
4
UAL icon
United Airlines
UAL
+$1.09M
5
NTSX icon
WisdomTree US Efficient Core Fund
NTSX
+$848K

Sector Composition

1 Technology 30.99%
2 Financials 11.21%
3 Consumer Discretionary 10.93%
4 Communication Services 10.1%
5 Healthcare 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$589K 0.03%
8,966
-10,090
377
$589K 0.03%
3,904
-44
378
$583K 0.03%
+2,408
379
$583K 0.03%
+3,219
380
$582K 0.03%
9,951
-114
381
$582K 0.03%
7,676
-92
382
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4,359
-43
383
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5,199
-60
384
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385
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-117
386
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387
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389
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6,620
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390
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396
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398
$546K 0.03%
4,831
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399
$542K 0.03%
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-99
400
$531K 0.03%
6,942
-105
14 15
16
17 18