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EF
Empirical Finance Portfolio holdings
AUM
$2.13B
1-Year Est. Return
29.56%
This Fund
S&P 500
This Quarter
Est. Return
+3.78%
1 Year Est. Return
+29.56%
3 Year Est. Return
+97.59%
5 Year Est. Return
+123.59%
10 Year Est. Return
–
AUM
$148M
AUM Growth
–
Cap. Flow
+$146M
Cap. Flow
% of AUM
98.7%
Top 10 Holdings %
Top 10 Hldgs %
59.19%
Holding
689
New
689
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Discretionary | 11.77% |
| 2 | Technology | 5.08% |
| 3 | Consumer Staples | 3.92% |
| 4 | Industrials | 3.69% |
| 5 | Healthcare | 3.23% |
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Empirical Finance's Q4 2016 Portfolio in Review
Q4 2016 is the first quarter with a 13F filing on record for Empirical Finance, which disclosed 689 positions worth $148M. Its ten largest holdings account for 59% of the portfolio.
Its largest position is Alpha Architect US Quantitative Value ETF: 953,832 shares worth $23.6M.
By sector, the portfolio is most concentrated in Consumer Discretionary at 12% of assets, followed by Technology and Consumer Staples.
- Empirical Finance's largest Q4 2016 buy was Alpha Architect US Quantitative Value ETF: 953,832 shares worth $23.6M.
- Empirical Finance's ten largest holdings make up 59% of its $148M portfolio in Q4 2016.
- Empirical Finance disclosed 689 positions in Q4 2016, its first 13F filing on record.
Based on Empirical Finance's 13F filing for Q4 2016, filed 13 Feb 2017.