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
$391M
AUM Growth
+$69.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.83M
3
+$1.57M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.53M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.44M

Top Sells

1
+$9.63M
2
+$4.76M
3
+$4.59M
4
QMOM icon
Alpha Architect US Quantitative Momentum ETF
QMOM
+$3.78M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.23M

Sector Composition

1 Consumer Discretionary 13.31%
2 Technology 11.03%
3 Healthcare 9.38%
4 Industrials 7.41%
5 Communication Services 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.48M 0.63%
17,608
+2,167
27
$2.36M 0.6%
80,962
+2,135
28
$2.34M 0.6%
34,039
+206
29
$2.31M 0.59%
24,369
+396
30
$2.29M 0.59%
12,844
+1,582
31
$2.29M 0.59%
24,765
32
$2.22M 0.57%
50,015
+579
33
$2.2M 0.56%
77,959
+1,876
34
$2.17M 0.56%
59,120
+376
35
$2.05M 0.52%
36,950
+1,509
36
$2.02M 0.52%
36,973
+1,171
37
$2.01M 0.52%
21,401
+2,555
38
$2.01M 0.51%
+25,806
39
$1.98M 0.51%
16,526
+2,040
40
$1.97M 0.5%
57,576
+2,101
41
$1.89M 0.48%
24,596
+1,481
42
$1.89M 0.48%
14,566
+580
43
$1.87M 0.48%
4,828
+177
44
$1.87M 0.48%
6,330
+774
45
$1.86M 0.48%
7,440
+895
46
$1.86M 0.48%
139,885
+5,327
47
$1.85M 0.47%
12,424
+317
48
$1.83M 0.47%
26,251
+672
49
$1.82M 0.47%
40,500
+1,027
50
$1.79M 0.46%
62,893
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