EF
Empirical Finance Portfolio holdings
AUM
$1.91B
This Quarter Return
+5.42%
1 Year Return
+20.92%
3 Year Return
+99.72%
5 Year Return
+166.86%
10 Year Return
–
AUM
$213M
AUM Growth
+$213M
(+45%)
Cap. Flow
+$60.1M
Cap. Flow
% of AUM
28.24%
Top 10 Holdings %
Top 10 Hldgs %
59.51%
Holding
706
New
14
Increased
46
Reduced
22
Closed
618
Top Buys
Top Sells
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$2.53M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$1.64M |
| 3 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$1.09M |
| 4 |
iShares Short Treasury Bond ETF
SHV
|
$684K |
| 5 |
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% |
