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
501
– –
-1,944
502
– –
-117,013
503
– –
-7,859
504
– –
-4,240
505
– –
-4,477
506
– –
-1,453
507
– –
-6,529
17 18 19 20
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