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
$260M
AUM Growth
+$47.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$3.96M
3
+$3.04M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.98M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.92M

Top Sells

1
+$3.9M
2
+$3.48M
3
+$2.42M
4
IVAL icon
Alpha Architect International Quantitative Value ETF
IVAL
+$2.05M
5
IMOM icon
Alpha Architect International Quantitative Momentum ETF
IMOM
+$1.8M

Sector Composition

1 Consumer Discretionary 12.19%
2 Technology 5.6%
3 Healthcare 4.54%
4 Consumer Staples 4.17%
5 Industrials 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.91M 0.73%
+15,240
27
$1.89M 0.73%
39,074
-26
28
$1.87M 0.72%
14,416
+14
29
$1.85M 0.71%
13,456
+8,024
30
$1.85M 0.71%
15,670
+2,861
31
$1.8M 0.69%
23,002
32
$1.78M 0.68%
13,103
-179
33
$1.76M 0.68%
17,375
+6,256
34
$1.61M 0.62%
297,868
-200
35
$1.58M 0.61%
32,427
36
$1.56M 0.6%
13,443
+4,798
37
$1.56M 0.6%
71,149
+32,145
38
$1.55M 0.6%
177,272
+65,796
39
$1.53M 0.59%
31,054
+205
40
$1.49M 0.57%
+49,244
41
$1.44M 0.55%
+28,718
42
$1.39M 0.53%
+33,350
43
$1.38M 0.53%
572
44
$1.35M 0.52%
44,298
+22,137
45
$1.33M 0.51%
75,956
+523
46
$1.32M 0.51%
52,437
+1,416
47
$1.31M 0.51%
+19,392
48
$1.3M 0.5%
19,577
49
$1.28M 0.49%
28,259
+140
50
$1.28M 0.49%
19,675
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