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
$843M
AUM Growth
+$58.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
502
New
Increased
Reduced
Closed

Top Buys

1
+$8.5M
2
+$7.05M
3
+$4.05M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$3.17M
5
TSLA icon
Tesla
TSLA
+$2.74M

Top Sells

1
+$6.73M
2
+$4.48M
3
+$3.81M
4
IMOM icon
Alpha Architect International Quantitative Momentum ETF
IMOM
+$3.55M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$616K

Sector Composition

1 Technology 20.16%
2 Healthcare 12.79%
3 Financials 10.37%
4 Consumer Discretionary 9.41%
5 Industrials 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$298K 0.04%
4,466
+750
427
$290K 0.03%
9,379
+1,540
428
$290K 0.03%
884
+13
429
$287K 0.03%
6,139
+928
430
$287K 0.03%
3,820
+586
431
$284K 0.03%
14,116
+2,308
432
$276K 0.03%
4,139
+730
433
$270K 0.03%
3,085
+564
434
$265K 0.03%
1,318
-2,021
435
$264K 0.03%
11,685
436
$264K 0.03%
3,644
+728
437
$263K 0.03%
3,984
+647
438
$263K 0.03%
8,855
+1,371
439
$261K 0.03%
5,246
+776
440
$259K 0.03%
3,443
+647
441
$258K 0.03%
+6,868
442
$254K 0.03%
2,263
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443
$249K 0.03%
1,591
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444
$245K 0.03%
+674
445
$243K 0.03%
7,926
+1,270
446
$243K 0.03%
9,503
+1,565
447
$243K 0.03%
9,778
448
$242K 0.03%
7,424
+1,311
449
$240K 0.03%
+2,396
450
$239K 0.03%
+974
16 17
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