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
$1.73B
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$813K
3
+$752K
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$709K
5
ARKK icon
ARK Innovation ETF
ARKK
+$684K

Top Sells

1
+$1.86M
2
+$1.39M
3
+$1.39M
4
UAL icon
United Airlines
UAL
+$1.09M
5
NTSX icon
WisdomTree US Efficient Core Fund
NTSX
+$848K

Sector Composition

1 Technology 30.99%
2 Financials 11.21%
3 Consumer Discretionary 10.93%
4 Communication Services 10.1%
5 Healthcare 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$443K 0.03%
1,793
-95
427
$440K 0.03%
917
+2
428
$426K 0.02%
6,167
-95
429
$425K 0.02%
2,427
-18
430
$424K 0.02%
4,104
-46
431
$422K 0.02%
7,841
-234
432
$420K 0.02%
5,225
-51
433
$417K 0.02%
+5,620
434
$395K 0.02%
3,584
-32
435
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1,841
-22
436
$391K 0.02%
11,159
-8,213
437
$382K 0.02%
10,634
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438
$379K 0.02%
4,152
-58
439
$377K 0.02%
20,140
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440
$376K 0.02%
1,102
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441
$374K 0.02%
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$369K 0.02%
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-11,448
443
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1,833
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444
$367K 0.02%
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445
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20,972
-37,243
446
$358K 0.02%
13,011
-183
447
$357K 0.02%
8,591
-22
448
$355K 0.02%
10,239
-208
449
$342K 0.02%
3,978
-44
450
$340K 0.02%
3,050
-28
16 17
18
19 20