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
426
$487K 0.03%
16,415
+579
427
$485K 0.03%
3,941
428
$482K 0.03%
3,722
429
$481K 0.03%
12,972
430
$480K 0.03%
1,033
431
$472K 0.03%
10,320
432
$469K 0.03%
11,159
433
$467K 0.03%
1,157
+48
434
$465K 0.03%
3,693
+122
435
$464K 0.03%
20,732
+686
436
$459K 0.03%
38,449
+1,477
437
$458K 0.03%
3,787
+166
438
$458K 0.03%
14,040
+465
439
$455K 0.03%
4,067
+270
440
$455K 0.03%
6,772
+226
441
$453K 0.03%
4,525
+145
442
$449K 0.03%
3,419
+1,065
443
$448K 0.03%
2,455
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444
$448K 0.03%
2,777
445
$447K 0.03%
9,037
+323
446
$444K 0.03%
4,225
+151
447
$439K 0.03%
2,732
448
$438K 0.03%
5,765
449
$435K 0.03%
18,825
-45
450
$434K 0.03%
8,614
+306
16 17
18
19 20