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
476
$243K 0.02%
16,482
+692
477
$240K 0.02%
+501
478
$237K 0.02%
+3,434
479
$237K 0.02%
3,390
+262
480
$233K 0.02%
6,795
+301
481
$230K 0.02%
1,580
+111
482
$227K 0.02%
1,096
+54
483
$224K 0.02%
+5,699
484
$224K 0.02%
5,963
+353
485
$220K 0.02%
7,210
+320
486
$215K 0.02%
6,271
-3,078
487
$215K 0.02%
802
+123
488
$212K 0.02%
3,053
-16
489
$211K 0.02%
+2,332
490
$207K 0.02%
+2,679
491
$207K 0.02%
1,569
+91
492
$206K 0.02%
1,692
+113
493
$205K 0.02%
+3,317
494
$186K 0.02%
10,785
+526
495
$178K 0.02%
67,139
+1,373
496
$125K 0.01%
+10,050
497
– –
-1,006
498
– –
-3,607
499
– –
-7,935
500
– –
-2,873
17 18 19
20
21