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
$966M
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
507
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$3.75M
3
+$3.7M
4
HIDE icon
Alpha Architect High Inflation and Deflation ETF
HIDE
+$3.42M
5
NTSX icon
WisdomTree US Efficient Core Fund
NTSX
+$2.12M

Top Sells

1
+$5.46M
2
+$2.05M
3
+$1.9M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.84M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.16M

Sector Composition

1 Technology 19.81%
2 Healthcare 13.66%
3 Financials 11.12%
4 Consumer Discretionary 8.39%
5 Industrials 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.46M 0.77%
46,177
+3,817
27
$7.38M 0.76%
66,551
+5,032
28
$6.59M 0.68%
36,481
+2,797
29
$6.53M 0.68%
102,600
+7,993
30
$6.45M 0.67%
194,674
+12,890
31
$6.15M 0.64%
29,619
+3,420
32
$6.13M 0.63%
49,765
+4,272
33
$5.93M 0.61%
106,090
+8,780
34
$5.75M 0.6%
10,437
+861
35
$5.38M 0.56%
11,775
+946
36
$5.31M 0.55%
111,509
+8,420
37
$5.29M 0.55%
111,864
+8,940
38
$5.1M 0.53%
46,480
+3,670
39
$4.55M 0.47%
38,530
+2,462
40
$4.53M 0.47%
19,254
+1,750
41
$4.34M 0.45%
51,972
+4,152
42
$4.34M 0.45%
110,134
+8,892
43
$4.33M 0.45%
104,898
+7,687
44
$4.33M 0.45%
16,243
45
$4.24M 0.44%
12,599
+797
46
$4.22M 0.44%
48,519
+4,215
47
$4.19M 0.43%
119,948
+8,886
48
$4.15M 0.43%
57,735
+4,392
49
$4.14M 0.43%
40,902
+3,232
50
$4.04M 0.42%
24,437
+1,980
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