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
401
$399K 0.04%
2,972
+141
402
$394K 0.04%
13,359
+1,311
403
$392K 0.04%
3,487
+194
404
$390K 0.04%
6,134
+924
405
$386K 0.04%
12,710
+695
406
$383K 0.04%
6,059
407
$383K 0.04%
3,943
+158
408
$381K 0.04%
10,553
+420
409
$380K 0.04%
2,699
-183
410
$378K 0.04%
6,978
411
$378K 0.04%
1,242
+61
412
$377K 0.04%
1,060
-301
413
$376K 0.04%
6,158
+316
414
$375K 0.04%
8,467
+327
415
$374K 0.04%
7,220
416
$372K 0.03%
1,048
+70
417
$371K 0.03%
5,127
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418
$370K 0.03%
5,148
419
$370K 0.03%
1,497
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420
$367K 0.03%
6,879
+339
421
$365K 0.03%
13,164
422
$364K 0.03%
32,613
-567
423
$362K 0.03%
926
+72
424
$361K 0.03%
10,235
+1,875
425
$359K 0.03%
1,569
15 16
17
18 19