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
$322M
AUM Growth
-$89.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$6.32M
3
+$2.47M
4
AAPL icon
Apple
AAPL
+$2.15M
5
AMZN icon
Amazon
AMZN
+$1.59M

Top Sells

1
+$9.3M
2
+$9.18M
3
+$8.58M
4
IVAL icon
Alpha Architect International Quantitative Value ETF
IVAL
+$8M
5
QVAL icon
Alpha Architect US Quantitative Value ETF
QVAL
+$5.88M

Sector Composition

1 Consumer Discretionary 11.03%
2 Healthcare 9.44%
3 Technology 9.37%
4 Industrials 7.16%
5 Communication Services 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.98M 0.61%
55,475
+33,432
27
$1.97M 0.61%
35,802
+21,337
28
$1.92M 0.6%
58,744
+15,115
29
$1.9M 0.59%
53,794
+33,186
30
$1.89M 0.59%
24,758
+3,088
31
$1.87M 0.58%
86,965
+23,919
32
$1.86M 0.58%
83,444
+15,202
33
$1.84M 0.57%
12,435
+61
34
$1.79M 0.56%
33,833
+9,192
35
$1.74M 0.54%
134,558
+89,684
36
$1.74M 0.54%
78,827
+35,126
37
$1.73M 0.54%
23,115
-12,045
38
$1.73M 0.54%
219,187
+147,038
39
$1.7M 0.53%
18,846
+6,469
40
$1.65M 0.51%
76,083
+30,702
41
$1.64M 0.51%
19,202
42
$1.59M 0.5%
14,486
+5,167
43
$1.58M 0.49%
25,303
-40
44
$1.54M 0.48%
25,948
+1,354
45
$1.46M 0.45%
4,651
+271
46
$1.41M 0.44%
26,122
+8,915
47
$1.4M 0.43%
+62,893
48
$1.39M 0.43%
5,556
+1,947
49
$1.36M 0.42%
11,684
+1,130
50
$1.32M 0.41%
+63,555
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