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
$663M
AUM Growth
+$50M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
439
New
Increased
Reduced
Closed

Top Buys

1
+$7.95M
2
+$6.66M
3
+$5.52M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.37M
5
QVAL icon
Alpha Architect US Quantitative Value ETF
QVAL
+$4.76M

Top Sells

1
+$1.25M
2
+$1.08M
3
+$1.08M
4
AYI icon
Acuity Brands
AYI
+$1.03M
5
STX icon
Seagate
STX
+$1.02M

Sector Composition

1 Technology 16.36%
2 Consumer Discretionary 10.63%
3 Healthcare 10.55%
4 Communication Services 8.58%
5 Financials 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.39M 0.36%
10,334
+546
52
$2.37M 0.36%
48,930
+3,290
53
$2.34M 0.35%
21,727
+1,286
54
$2.3M 0.35%
15,848
+922
55
$2.24M 0.34%
11,670
+669
56
$2.23M 0.34%
+19,332
57
$2.19M 0.33%
15,694
58
$2.07M 0.31%
5,546
-1,951
59
$2.05M 0.31%
7,941
+1,752
60
$1.96M 0.3%
8,121
+2,650
61
$1.93M 0.29%
24,514
+1,412
62
$1.9M 0.29%
9,380
+477
63
$1.9M 0.29%
13,077
+4,377
64
$1.9M 0.29%
15,866
+4,850
65
$1.9M 0.29%
27,031
+1,437
66
$1.88M 0.28%
8,849
+491
67
$1.86M 0.28%
19,587
+1,127
68
$1.85M 0.28%
46,933
+15,879
69
$1.8M 0.27%
3,333
+202
70
$1.79M 0.27%
41,140
+14,346
71
$1.79M 0.27%
18,363
+1,014
72
$1.78M 0.27%
24,164
+8,768
73
$1.69M 0.25%
19,406
+6,497
74
$1.68M 0.25%
8,590
+474
75
$1.67M 0.25%
15,151
+826
1 2
3
4 5