We are live on ! Find out more
EF

Empirical Finance Portfolio holdings

AUM $2.13B
1-Year Est. Return 29.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$213M
AUM Growth
+$66.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
706
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$7.68M
3
+$4.77M
4
QVAL icon
Alpha Architect US Quantitative Value ETF
QVAL
+$4.13M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.52M

Top Sells

1
+$2.53M
2
+$1.64M
3
+$1.09M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$684K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$545K

Sector Composition

1 Consumer Discretionary 13.21%
2 Technology 6.09%
3 Healthcare 4.98%
4 Consumer Staples 4.11%
5 Industrials 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
– –
-381
527
– –
-47
528
– –
-2,438
529
– –
-232
530
– –
-99
531
– –
-428
532
– –
-125
533
– –
-206
534
– –
-12,596
535
– –
-480
536
– –
-255
537
– –
-173
538
– –
-36
539
– –
-19
540
– –
-116
541
– –
-7,456
542
– –
-2,190
543
– –
-125
544
– –
-176
545
– –
-204
546
– –
-187
547
– –
-92
548
– –
-153
549
– –
-185
550
– –
-7,269
20 21
22
23 24