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
401
$554K 0.03%
9,435
402
$551K 0.03%
4,186
+143
403
$544K 0.03%
5,550
+190
404
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+19
405
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1,309
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406
$537K 0.03%
18,850
+769
407
$536K 0.03%
5,033
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408
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409
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43,690
+371
410
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6,131
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411
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8,091
412
$520K 0.03%
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413
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24,172
+2,545
414
$516K 0.03%
13,219
+413
415
$516K 0.03%
11,933
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416
$515K 0.03%
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417
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32,436
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418
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4,819
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419
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420
$509K 0.03%
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421
$506K 0.03%
8,829
+322
422
$498K 0.03%
6,466
+3,217
423
$491K 0.03%
35,245
+299
424
$489K 0.03%
9,149
+327
425
$488K 0.03%
3,963
+33
15 16
17
18 19