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
$1.07B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
507
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$3.42M
3
+$3.09M
4
AAPL icon
Apple
AAPL
+$2.96M
5
MSFT icon
Microsoft
MSFT
+$2.78M

Top Sells

1
+$12.9M
2
+$1.65M
3
+$1.08M
4
QMOM icon
Alpha Architect US Quantitative Momentum ETF
QMOM
+$833K
5
GE icon
GE Aerospace
GE
+$659K

Sector Composition

1 Technology 23.1%
2 Healthcare 12.45%
3 Financials 10.1%
4 Consumer Discretionary 9.07%
5 Industrials 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$297K 0.03%
1,971
+99
452
$297K 0.03%
1,172
+101
453
$296K 0.03%
18,335
+6,087
454
$293K 0.03%
2,885
+172
455
$292K 0.03%
2,686
+170
456
$288K 0.03%
29,908
+1,815
457
$286K 0.03%
2,597
+118
458
$283K 0.03%
827
+62
459
$280K 0.03%
9,955
460
$279K 0.03%
977
-383
461
$277K 0.03%
4,305
+311
462
$276K 0.03%
16,105
+818
463
$270K 0.03%
5,217
+250
464
$269K 0.03%
898
+114
465
$264K 0.02%
+643
466
$263K 0.02%
10,924
-669
467
$263K 0.02%
+3,997
468
$262K 0.02%
+2,345
469
$260K 0.02%
854
+102
470
$256K 0.02%
2,015
+85
471
$255K 0.02%
8,670
+1,210
472
$251K 0.02%
4,791
+322
473
$251K 0.02%
3,117
+197
474
$248K 0.02%
3,128
+156
475
$244K 0.02%
588
+68
17 18
19
20 21