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
451
$332K 0.02%
9,045
-126
452
$331K 0.02%
1,435
-11
453
$325K 0.02%
3,835
-39
454
$325K 0.02%
4,991
455
$320K 0.02%
1,562
-13
456
$318K 0.02%
1,361
-1
457
$317K 0.02%
4,585
-62
458
$317K 0.02%
4,738
-58
459
$311K 0.02%
4,712
-49
460
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1,757
+27
461
$308K 0.02%
9,814
-111
462
$300K 0.02%
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-210
463
$299K 0.02%
11,268
-8,698
464
$294K 0.02%
4,085
+5
465
$294K 0.02%
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466
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467
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-64
468
$282K 0.02%
3,382
-3,094
469
$282K 0.02%
11,469
-143
470
$281K 0.02%
3,866
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471
$280K 0.02%
1,238
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472
$279K 0.02%
1,566
-8
473
$277K 0.02%
+809
474
$275K 0.02%
1,055
+31
475
$272K 0.02%
2,384
-4,323
17 18
19
20 21