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
501
$254K 0.02%
7,005
+326
502
$253K 0.02%
4,599
+162
503
$248K 0.02%
4,380
+156
504
$240K 0.01%
+1,837
505
$232K 0.01%
6,271
506
$230K 0.01%
1,924
+15
507
$230K 0.01%
4,855
508
$226K 0.01%
5,205
+41
509
$220K 0.01%
1,748
+75
510
$218K 0.01%
2,328
511
$215K 0.01%
18,234
+586
512
$174K 0.01%
11,321
+414
513
$96.4K 0.01%
12,011
-89
514
$29.8K ﹤0.01%
19,106
-168
515
– –
-929
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