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
$322M
AUM Growth
-$89.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$6.32M
3
+$2.47M
4
AAPL icon
Apple
AAPL
+$2.15M
5
AMZN icon
Amazon
AMZN
+$1.59M

Top Sells

1
+$9.3M
2
+$9.18M
3
+$8.58M
4
IVAL icon
Alpha Architect International Quantitative Value ETF
IVAL
+$8M
5
QVAL icon
Alpha Architect US Quantitative Value ETF
QVAL
+$5.88M

Sector Composition

1 Consumer Discretionary 11.03%
2 Healthcare 9.44%
3 Technology 9.37%
4 Industrials 7.16%
5 Communication Services 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.32M 0.41%
+9,726
52
$1.29M 0.4%
+27,815
53
$1.28M 0.4%
23,861
+8,565
54
$1.26M 0.39%
5,228
+1,849
55
$1.25M 0.39%
+43,770
56
$1.25M 0.39%
+12,107
57
$1.22M 0.38%
6,545
+2,227
58
$1.21M 0.37%
54,763
+19,968
59
$1.21M 0.37%
+35,441
60
$1.2M 0.37%
+13,986
61
$1.2M 0.37%
+69,595
62
$1.19M 0.37%
+24,765
63
$1.19M 0.37%
+25,196
64
$1.19M 0.37%
+25,579
65
$1.19M 0.37%
+49,812
66
$1.19M 0.37%
+33,385
67
$1.19M 0.37%
+109,407
68
$1.19M 0.37%
+62,578
69
$1.17M 0.36%
+13,656
70
$1.16M 0.36%
+25,653
71
$1.16M 0.36%
+22,396
72
$1.16M 0.36%
+17,331
73
$1.15M 0.36%
+39,473
74
$1.14M 0.36%
15,553
+5,297
75
$1.13M 0.35%
+30,044
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3
4 5