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
$1.73B
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$813K
3
+$752K
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$709K
5
ARKK icon
ARK Innovation ETF
ARKK
+$684K

Top Sells

1
+$1.86M
2
+$1.39M
3
+$1.39M
4
UAL icon
United Airlines
UAL
+$1.09M
5
NTSX icon
WisdomTree US Efficient Core Fund
NTSX
+$848K

Sector Composition

1 Technology 30.99%
2 Financials 11.21%
3 Consumer Discretionary 10.93%
4 Communication Services 10.1%
5 Healthcare 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$261K 0.02%
1,685
-4
477
$255K 0.01%
1,349
-7
478
$254K 0.01%
2,952
-29
479
$253K 0.01%
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-70
480
$253K 0.01%
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-120
481
$252K 0.01%
3,664
-9
482
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1,202
+3
483
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+644
484
$244K 0.01%
18,701
-14,669
485
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4,338
-32
486
$242K 0.01%
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487
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3,438
-53
488
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18,632
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489
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3,374
-96
490
$237K 0.01%
6,249
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491
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493
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2,328
494
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495
$212K 0.01%
1,783
-23
496
$209K 0.01%
4,308
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497
$201K 0.01%
4,355
-500
498
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3,802
-78
499
$170K 0.01%
16,216
-222
500
$54.7K ﹤0.01%
10,301
-635
17 18 19
20
21