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
$393M
AUM Growth
+$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$4.53M
2
+$4.04M
3
+$3.37M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.95M
5
IMOM icon
Alpha Architect International Quantitative Momentum ETF
IMOM
+$1.4M

Top Sells

1
+$3.94M
2
+$3.9M
3
+$2.55M
4
HLF icon
Herbalife
HLF
+$2.05M
5
AEO icon
American Eagle Outfitters
AEO
+$1.62M

Sector Composition

1 Consumer Discretionary 10.74%
2 Technology 6.62%
3 Industrials 3.6%
4 Healthcare 2.82%
5 Communication Services 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.37M 0.6%
99,070
-11,427
27
$2.36M 0.6%
34,335
-8,920
28
$2.36M 0.6%
90,200
+3,206
29
$2.3M 0.58%
124,766
+7,723
30
$2.27M 0.58%
67,228
+28,706
31
$2.22M 0.57%
46,780
-23,764
32
$2.18M 0.55%
16,031
+6,493
33
$2.15M 0.55%
20,556
-9
34
$2.14M 0.54%
37,649
+15,675
35
$2.11M 0.54%
25,144
+11,487
36
$2.11M 0.54%
31,940
-3,181
37
$2.09M 0.53%
107,683
-11,369
38
$1.83M 0.47%
13,553
+516
39
$1.79M 0.46%
20,140
+5,100
40
$1.79M 0.45%
53,156
41
$1.75M 0.45%
41,167
+142
42
$1.74M 0.44%
25,084
+160
43
$1.62M 0.41%
47,039
44
$1.61M 0.41%
26,616
+6
45
$1.59M 0.41%
11,768
+332
46
$1.57M 0.4%
60,084
47
$1.57M 0.4%
53,605
-25
48
$1.56M 0.4%
19,250
-8
49
$1.55M 0.39%
19,185
+2,310
50
$1.49M 0.38%
46,671
+124
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2
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