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
$843M
AUM Growth
+$58.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
502
New
Increased
Reduced
Closed

Top Buys

1
+$8.5M
2
+$7.05M
3
+$4.05M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$3.17M
5
TSLA icon
Tesla
TSLA
+$2.74M

Top Sells

1
+$6.73M
2
+$4.48M
3
+$3.81M
4
IMOM icon
Alpha Architect International Quantitative Momentum ETF
IMOM
+$3.55M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$616K

Sector Composition

1 Technology 20.16%
2 Healthcare 12.79%
3 Financials 10.37%
4 Consumer Discretionary 9.41%
5 Industrials 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.96M 0.71%
136,090
+22,491
27
$5.68M 0.67%
42,360
+6,838
28
$5.5M 0.65%
33,684
+5,467
29
$5.49M 0.65%
181,784
+28,035
30
$5.46M 0.65%
113,407
31
$5.3M 0.63%
94,607
+15,653
32
$5.3M 0.63%
61,519
+9,996
33
$5.11M 0.61%
10,829
+1,788
34
$4.86M 0.58%
9,576
+1,568
35
$4.65M 0.55%
26,199
+6,649
36
$4.45M 0.53%
102,924
+16,824
37
$4.34M 0.51%
16,243
38
$4.32M 0.51%
97,310
+16,520
39
$4.18M 0.5%
44,304
+7,347
40
$4.14M 0.49%
42,810
+6,913
41
$4.12M 0.49%
103,089
+16,697
42
$4.01M 0.48%
17,504
+2,937
43
$3.91M 0.46%
97,211
+14,949
44
$3.84M 0.46%
101,242
+16,816
45
$3.79M 0.45%
53,343
+8,207
46
$3.75M 0.44%
47,820
+7,871
47
$3.69M 0.44%
36,068
+8,748
48
$3.48M 0.41%
22,457
+3,690
49
$3.3M 0.39%
22,954
+4,062
50
$3.26M 0.39%
111,062
+17,790
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