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
451
$433K 0.03%
3,768
+117
452
$431K 0.03%
2,482
+88
453
$426K 0.03%
938
+47
454
$426K 0.03%
6,617
+300
455
$416K 0.03%
1,427
+49
456
$415K 0.03%
8,742
+276
457
$414K 0.03%
7,763
+283
458
$413K 0.03%
4,618
+149
459
$409K 0.03%
14,441
460
$409K 0.03%
2,155
+74
461
$405K 0.02%
8,097
+278
462
$397K 0.02%
10,701
-86
463
$395K 0.02%
14,291
+490
464
$393K 0.02%
26,330
+223
465
$386K 0.02%
3,313
+103
466
$385K 0.02%
1,394
+69
467
$379K 0.02%
8,196
+355
468
$373K 0.02%
1,980
+64
469
$364K 0.02%
6,395
+230
470
$364K 0.02%
13,898
+465
471
$360K 0.02%
4,764
+160
472
$354K 0.02%
1,564
+58
473
$346K 0.02%
9,912
+352
474
$345K 0.02%
1,272
+64
475
$339K 0.02%
+2,058
17 18
19
20 21