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
$1.63B
AUM Growth
+$195M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
515
New
Increased
Reduced
Closed

Top Buys

1
+$3.8M
2
+$3.03M
3
+$2.68M
4
AMZN icon
Amazon
AMZN
+$2.01M
5
META icon
Meta Platforms (Facebook)
META
+$1.28M

Top Sells

1
+$3.83M
2
+$2.46M
3
+$1.16M
4
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$260K
5
PODD icon
Insulet
PODD
+$202K

Sector Composition

1 Technology 28.12%
2 Healthcare 11.85%
3 Financials 11%
4 Consumer Discretionary 9.87%
5 Communication Services 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$337K 0.02%
1,226
+67
477
$330K 0.02%
952
478
$329K 0.02%
3,220
+114
479
$329K 0.02%
4,991
480
$327K 0.02%
6,331
+231
481
$326K 0.02%
18,185
+823
482
$325K 0.02%
4,271
+140
483
$320K 0.02%
1,023
+103
484
$317K 0.02%
4,003
+129
485
$314K 0.02%
1,580
+60
486
$310K 0.02%
1,100
487
$307K 0.02%
6,912
+239
488
$304K 0.02%
2,202
+60
489
$303K 0.02%
4,059
+134
490
$296K 0.02%
1,578
+49
491
$294K 0.02%
8,456
+285
492
$293K 0.02%
5,199
-38
493
$291K 0.02%
1,722
+133
494
$286K 0.02%
10,164
+342
495
$280K 0.02%
4,400
+155
496
$279K 0.02%
3,957
+195
497
$272K 0.02%
1,242
+46
498
$268K 0.02%
3,904
+143
499
$262K 0.02%
3,964
+185
500
$260K 0.02%
7,835
+257
17 18 19
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