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
$1.07B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
507
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$3.42M
3
+$3.09M
4
AAPL icon
Apple
AAPL
+$2.96M
5
MSFT icon
Microsoft
MSFT
+$2.78M

Top Sells

1
+$12.9M
2
+$1.65M
3
+$1.08M
4
QMOM icon
Alpha Architect US Quantitative Momentum ETF
QMOM
+$833K
5
GE icon
GE Aerospace
GE
+$659K

Sector Composition

1 Technology 23.1%
2 Healthcare 12.45%
3 Financials 10.1%
4 Consumer Discretionary 9.07%
5 Industrials 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.49M 0.7%
70,381
+3,830
27
$7.17M 0.67%
111,750
+5,660
28
$7.17M 0.67%
31,795
+2,176
29
$7.04M 0.66%
38,591
+2,110
30
$6.73M 0.63%
108,490
+5,890
31
$6.39M 0.6%
156,553
+8,999
32
$6.29M 0.59%
10,907
+470
33
$6.16M 0.58%
12,395
+620
34
$6.11M 0.57%
116,800
+5,291
35
$5.98M 0.56%
227,708
+216,881
36
$5.81M 0.54%
202,982
+8,308
37
$5.79M 0.54%
117,816
+5,952
38
$5.31M 0.5%
26,582
+1,544
39
$5.1M 0.48%
50,923
+2,404
40
$5.07M 0.47%
13,154
+555
41
$4.95M 0.46%
48,874
+2,394
42
$4.77M 0.45%
25,656
+1,219
43
$4.73M 0.44%
124,824
+4,876
44
$4.69M 0.44%
14,604
-1,639
45
$4.52M 0.42%
116,229
+6,095
46
$4.5M 0.42%
20,151
+897
47
$4.42M 0.41%
80,039
+61,856
48
$4.38M 0.41%
44,697
+1,814
49
$4.31M 0.4%
35,150
+1,564
50
$4.24M 0.4%
12,259
+602
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