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
$411M
AUM Growth
+$53.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$9.75M
2
+$1.71M
3
+$1.66M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.21M
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$1.16M

Top Sells

1
+$4.2M
2
+$1.63M
3
+$1.6M
4
QMOM icon
Alpha Architect US Quantitative Momentum ETF
QMOM
+$1.47M
5
IVAL icon
Alpha Architect International Quantitative Value ETF
IVAL
+$1.06M

Sector Composition

1 Consumer Discretionary 10.39%
2 Technology 7.08%
3 Healthcare 5.82%
4 Industrials 4.26%
5 Communication Services 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.52M 0.37%
23,458
-3,652
52
$1.5M 0.36%
55,875
+1,232
53
$1.49M 0.36%
22,260
+8,220
54
$1.49M 0.36%
37,628
-5,520
55
$1.47M 0.36%
385
+9
56
$1.46M 0.35%
9,992
+3,633
57
$1.43M 0.35%
9,952
+119
58
$1.4M 0.34%
17,252
+13,620
59
$1.4M 0.34%
12,568
+3,338
60
$1.38M 0.33%
27,806
+332
61
$1.37M 0.33%
8,231
+98
62
$1.33M 0.32%
22,326
+267
63
$1.29M 0.31%
14,994
+179
64
$1.29M 0.31%
12,232
-3,051
65
$1.27M 0.31%
10,639
-2,774
66
$1.27M 0.31%
20,440
-4,755
67
$1.25M 0.3%
36,841
-9,636
68
$1.24M 0.3%
21,976
-5,043
69
$1.24M 0.3%
20,608
-5,460
70
$1.23M 0.3%
4,140
+1,341
71
$1.22M 0.3%
10,884
-2,681
72
$1.22M 0.3%
14,212
-3,755
73
$1.21M 0.3%
+4,954
74
$1.21M 0.29%
34,391
+11,513
75
$1.21M 0.29%
44,874
-11,214
1 2
3
4 5