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
$393M
AUM Growth
+$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$4.53M
2
+$4.04M
3
+$3.37M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.95M
5
IMOM icon
Alpha Architect International Quantitative Momentum ETF
IMOM
+$1.4M

Top Sells

1
+$3.94M
2
+$3.9M
3
+$2.55M
4
HLF icon
Herbalife
HLF
+$2.05M
5
AEO icon
American Eagle Outfitters
AEO
+$1.62M

Sector Composition

1 Consumer Discretionary 10.74%
2 Technology 6.62%
3 Industrials 3.6%
4 Healthcare 2.82%
5 Communication Services 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.48M 0.38%
39,875
+736
52
$1.46M 0.37%
113,209
+809
53
$1.45M 0.37%
9,000
-3,793
54
$1.41M 0.36%
27,167
+289
55
$1.41M 0.36%
14,866
56
$1.39M 0.35%
60,558
57
$1.38M 0.35%
25,207
58
$1.37M 0.35%
15,484
59
$1.34M 0.34%
56,307
60
$1.33M 0.34%
25,724
+334
61
$1.3M 0.33%
22,224
+171
62
$1.28M 0.33%
69,544
63
$1.24M 0.32%
20,402
64
$1.16M 0.29%
+28,054
65
$1.15M 0.29%
15,623
66
$1.15M 0.29%
32,587
67
$1.15M 0.29%
+8,090
68
$1.09M 0.28%
48,709
+177
69
$1.08M 0.27%
230,105
70
$1.08M 0.27%
+14,737
71
$1.07M 0.27%
+63,052
72
$1.07M 0.27%
26,871
-83
73
$1.05M 0.27%
+58,900
74
$1.04M 0.26%
43,305
-25,031
75
$1.03M 0.26%
374
1 2
3
4 5