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
$391M
AUM Growth
+$69.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.83M
3
+$1.57M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.53M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.44M

Top Sells

1
+$9.63M
2
+$4.76M
3
+$4.59M
4
QMOM icon
Alpha Architect US Quantitative Momentum ETF
QMOM
+$3.78M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.23M

Sector Composition

1 Consumer Discretionary 13.31%
2 Technology 11.03%
3 Healthcare 9.38%
4 Industrials 7.41%
5 Communication Services 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.78M 0.45%
29,703
+3,581
52
$1.76M 0.45%
5,956
+728
53
$1.73M 0.44%
58,910
-156,090
54
$1.71M 0.44%
26,857
+909
55
$1.7M 0.43%
19,202
56
$1.7M 0.43%
33,385
57
$1.68M 0.43%
66,245
+2,690
58
$1.64M 0.42%
31,085
+1,041
59
$1.63M 0.42%
28,684
+869
60
$1.61M 0.41%
25,006
+539
61
$1.57M 0.4%
25,303
62
$1.57M 0.4%
22,826
+430
63
$1.56M 0.4%
26,498
+845
64
$1.55M 0.4%
12,270
+586
65
$1.53M 0.39%
+9,345
66
$1.51M 0.39%
9,858
+132
67
$1.5M 0.38%
27,270
+3,409
68
$1.48M 0.38%
33,077
+3,432
69
$1.48M 0.38%
16,925
+433
70
$1.47M 0.38%
51,619
+1,807
71
$1.44M 0.37%
+36,311
72
$1.43M 0.37%
62,648
+7,885
73
$1.43M 0.36%
+36,729
74
$1.42M 0.36%
+49,336
75
$1.42M 0.36%
+14,785
1 2
3
4 5