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
$1.43B
AUM Growth
+$72.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
534
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$696K
3
+$684K
4
MSFT icon
Microsoft
MSFT
+$664K
5
MTH icon
Meritage Homes
MTH
+$664K

Top Sells

1
+$26.9M
2
+$10.5M
3
+$9.89M
4
IVAL icon
Alpha Architect International Quantitative Value ETF
IVAL
+$9.14M
5
QVAL icon
Alpha Architect US Quantitative Value ETF
QVAL
+$8.92M

Sector Composition

1 Technology 27.37%
2 Healthcare 12.03%
3 Financials 10.77%
4 Consumer Discretionary 10.06%
5 Communication Services 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$391K 0.03%
3,210
+13
452
$390K 0.03%
7,480
-280
453
$387K 0.03%
6,165
-254
454
$376K 0.03%
1,506
+15
455
$372K 0.03%
2,081
+105
456
$368K 0.03%
4,469
+202
457
$366K 0.03%
13,801
+113
458
$363K 0.03%
2,382
-1
459
$362K 0.03%
8,714
-178
460
$358K 0.02%
1,378
+11
461
$357K 0.02%
4,131
-178
462
$350K 0.02%
1,196
+11
463
$349K 0.02%
4,604
-194
464
$348K 0.02%
6,100
-230
465
$342K 0.02%
7,841
+212
466
$341K 0.02%
3,874
+15
467
$337K 0.02%
7,819
+56
468
$337K 0.02%
14,441
-3,000
469
$336K 0.02%
6,317
-226
470
$334K 0.02%
17,362
-886
471
$334K 0.02%
952
-25
472
$330K 0.02%
3,797
+137
473
$330K 0.02%
13,433
+92
474
$326K 0.02%
1,100
-22
475
$323K 0.02%
1,916
+92
17 18
19
20 21