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
426
$333K 0.03%
11,593
-92
427
$332K 0.03%
3,785
+328
428
$329K 0.03%
3,765
+322
429
$329K 0.03%
1,872
+156
430
$328K 0.03%
15,287
+1,171
431
$328K 0.03%
5,616
+370
432
$327K 0.03%
1,431
+113
433
$325K 0.03%
3,635
+561
434
$321K 0.03%
1,569
+14
435
$321K 0.03%
13,164
+117
436
$317K 0.03%
4,834
+695
437
$315K 0.03%
3,445
+233
438
$315K 0.03%
978
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439
$314K 0.03%
2,457
+194
440
$313K 0.03%
28,093
+2,525
441
$311K 0.03%
884
442
$307K 0.03%
8,140
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443
$301K 0.03%
5,300
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444
$299K 0.03%
2,479
+178
445
$298K 0.03%
8,360
+2,547
446
$298K 0.03%
3,728
+293
447
$297K 0.03%
+9,349
448
$287K 0.03%
3,816
-4
449
$282K 0.03%
10,299
+862
450
$282K 0.03%
6,048
-91
16 17
18
19 20