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
401
$370K 0.04%
7,655
+608
402
$369K 0.04%
3,293
+298
403
$368K 0.04%
5,842
+478
404
$366K 0.04%
1,181
+105
405
$365K 0.04%
7,220
+65
406
$364K 0.04%
2,882
-163
407
$363K 0.04%
1,360
+195
408
$363K 0.04%
4,301
+328
409
$361K 0.04%
12,048
+1,421
410
$361K 0.04%
6,540
+525
411
$358K 0.04%
5,954
+481
412
$355K 0.04%
3,413
+353
413
$355K 0.04%
2,831
+220
414
$353K 0.04%
3,360
+275
415
$351K 0.04%
10,133
+649
416
$349K 0.04%
2,910
+514
417
$347K 0.04%
9,955
+69
418
$344K 0.04%
10,322
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419
$343K 0.04%
65,766
+283
420
$342K 0.04%
5,210
+1,066
421
$341K 0.04%
24,887
+227
422
$341K 0.04%
7,484
+651
423
$337K 0.03%
10,046
+1,191
424
$336K 0.03%
1,309
+109
425
$334K 0.03%
1,453
+126
15 16
17
18 19