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
$663M
AUM Growth
+$50M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
439
New
Increased
Reduced
Closed

Top Buys

1
+$7.95M
2
+$6.66M
3
+$5.52M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.37M
5
QVAL icon
Alpha Architect US Quantitative Value ETF
QVAL
+$4.76M

Top Sells

1
+$1.25M
2
+$1.08M
3
+$1.08M
4
AYI icon
Acuity Brands
AYI
+$1.03M
5
STX icon
Seagate
STX
+$1.02M

Sector Composition

1 Technology 16.36%
2 Consumer Discretionary 10.63%
3 Healthcare 10.55%
4 Communication Services 8.58%
5 Financials 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.87M 0.58%
11,116
+618
27
$3.82M 0.58%
14,667
+855
28
$3.48M 0.53%
6,052
+350
29
$3.44M 0.52%
58,439
+3,088
30
$3.38M 0.51%
5,537
+313
31
$3.23M 0.49%
57,763
+3,189
32
$3.16M 0.48%
17,312
33
$3.04M 0.46%
11,197
+780
34
$3.04M 0.46%
70,591
+3,920
35
$2.93M 0.44%
53,910
-11,156
36
$2.84M 0.43%
4,975
+274
37
$2.82M 0.42%
52,862
-8,562
38
$2.81M 0.42%
52,047
+2,944
39
$2.62M 0.4%
22,210
+1,293
40
$2.62M 0.39%
17,418
+994
41
$2.55M 0.38%
48,652
+2,793
42
$2.52M 0.38%
5,604
+319
43
$2.45M 0.37%
52,779
+2,925
44
$2.44M 0.37%
24,061
+1,390
45
$2.43M 0.37%
9,004
+518
46
$2.42M 0.37%
118,760
+7,044
47
$2.41M 0.36%
23,717
-361
48
$2.41M 0.36%
51,860
+2,863
49
$2.4M 0.36%
32,022
+1,779
50
$2.39M 0.36%
28,136
-8,916
1
2
3 4 5