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
$260M
AUM Growth
+$47.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$3.96M
3
+$3.04M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.98M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.92M

Top Sells

1
+$3.9M
2
+$3.48M
3
+$2.42M
4
IVAL icon
Alpha Architect International Quantitative Value ETF
IVAL
+$2.05M
5
IMOM icon
Alpha Architect International Quantitative Momentum ETF
IMOM
+$1.8M

Sector Composition

1 Consumer Discretionary 12.19%
2 Technology 5.6%
3 Healthcare 4.54%
4 Consumer Staples 4.17%
5 Industrials 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.24M 0.48%
+51,195
52
$1.24M 0.48%
32,245
-853
53
$1.24M 0.48%
17,613
-463
54
$1.24M 0.47%
66,575
+360
55
$1.23M 0.47%
+22,949
56
$1.23M 0.47%
+52,523
57
$1.23M 0.47%
+52,051
58
$1.23M 0.47%
11,015
-20
59
$1.23M 0.47%
97,076
60
$1.22M 0.47%
12,980
+90
61
$1.2M 0.46%
40,654
62
$1.19M 0.46%
42,528
+226
63
$1.18M 0.45%
+15,174
64
$1.16M 0.45%
+41,790
65
$1.16M 0.45%
10,332
+23
66
$1.15M 0.44%
43,263
67
$1.06M 0.41%
22,115
+73
68
$1.06M 0.41%
20,686
69
$1.04M 0.4%
3,838
+127
70
$1.04M 0.4%
15,224
+56
71
$1.04M 0.4%
28,735
-657
72
$1.03M 0.39%
+35,632
73
$1.02M 0.39%
+70,675
74
$1.01M 0.39%
15,804
+370
75
$999K 0.38%
14,427
-404
1 2
3
4 5