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
$843M
AUM Growth
+$58.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
502
New
Increased
Reduced
Closed

Top Buys

1
+$8.5M
2
+$7.05M
3
+$4.05M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$3.17M
5
TSLA icon
Tesla
TSLA
+$2.74M

Top Sells

1
+$6.73M
2
+$4.48M
3
+$3.81M
4
IMOM icon
Alpha Architect International Quantitative Momentum ETF
IMOM
+$3.55M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$616K

Sector Composition

1 Technology 20.16%
2 Healthcare 12.79%
3 Financials 10.37%
4 Consumer Discretionary 9.41%
5 Industrials 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.25M 0.39%
11,802
+2,094
52
$3.24M 0.38%
17,253
+2,575
53
$3.17M 0.38%
+34,605
54
$3.13M 0.37%
37,670
+6,066
55
$3.12M 0.37%
13,837
+2,077
56
$3.11M 0.37%
15,968
+2,470
57
$3.02M 0.36%
31,633
+5,189
58
$2.97M 0.35%
36,263
+5,971
59
$2.85M 0.34%
17,621
+3,037
60
$2.82M 0.33%
16,886
+2,724
61
$2.74M 0.33%
34,673
+5,385
62
$2.71M 0.32%
5,959
+963
63
$2.67M 0.32%
173,843
+29,047
64
$2.6M 0.31%
100,897
+16,632
65
$2.59M 0.31%
21,826
+3,606
66
$2.58M 0.31%
6,662
+1,148
67
$2.56M 0.3%
30,751
+5,104
68
$2.5M 0.3%
10,638
+1,698
69
$2.49M 0.3%
39,359
+6,768
70
$2.47M 0.29%
34,358
+6,083
71
$2.46M 0.29%
110,117
72
$2.44M 0.29%
28,367
+4,670
73
$2.42M 0.29%
8,263
+1,375
74
$2.41M 0.29%
28,622
+4,590
75
$2.39M 0.28%
7,158
+1,121
1 2
3
4 5