EF

Empirical Finance Portfolio holdings

AUM $2.1B
1-Year Est. Return 26.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.8%
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
+$9.65M
2
+$7.99M
3
+$4.53M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$3.17M
5
TSLA icon
Tesla
TSLA
+$2.89M

Top Sells

1
+$7.39M
2
+$4.66M
3
+$4.22M
4
IMOM icon
Alpha Architect International Quantitative Momentum ETF
IMOM
+$3.94M
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
476
$203K 0.02%
2,512
477
$203K 0.02%
+3,262
478
$201K 0.02%
+2,534
479
$200K 0.02%
+3,939
480
$173K 0.02%
14,352
+2,649
481
– –
-4,882
482
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-17,146
483
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-3,757
484
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-844
485
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-11,861
486
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-3,618
487
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-9,936
488
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-16,737
489
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-2,969
490
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-5,293
491
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-3,034
492
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-3,944
493
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-5,701
494
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-22,596
495
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-7,174
496
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-4,728
497
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-15,178
498
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-6,760
499
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-3,452
500
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-5,004
17 18 19
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