EF

Empirical Finance Portfolio holdings

AUM $2.1B
1-Year Est. Return 26.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.8%
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
+$754K
3
+$655K
4
ARKK icon
ARK Innovation ETF
ARKK
+$645K
5
URBN icon
Urban Outfitters
URBN
+$632K

Top Sells

1
+$1.75M
2
+$1.43M
3
+$1.4M
4
UAL icon
United Airlines
UAL
+$948K
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
501
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-2,800
502
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503
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-4,309
504
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-18,437
505
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-2,879
506
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507
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-9,513
508
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-1,442
509
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-15,658
510
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-11,228
511
– –
-7,678
512
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-10,405
513
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-6,271
514
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-18,050
515
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-9,916
516
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-13,079
517
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-15,075
518
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-1,793
519
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-8,685
520
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-21,683
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