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
$966M
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
507
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$3.75M
3
+$3.7M
4
HIDE icon
Alpha Architect High Inflation and Deflation ETF
HIDE
+$3.42M
5
NTSX icon
WisdomTree US Efficient Core Fund
NTSX
+$2.12M

Top Sells

1
+$5.46M
2
+$2.05M
3
+$1.9M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.84M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.16M

Sector Composition

1 Technology 19.81%
2 Healthcare 13.66%
3 Financials 11.12%
4 Consumer Discretionary 8.39%
5 Industrials 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.96M 0.41%
39,210
+2,947
52
$3.93M 0.41%
33,586
+2,835
53
$3.91M 0.4%
14,878
+1,041
54
$3.9M 0.4%
18,211
+1,325
55
$3.63M 0.38%
18,238
+985
56
$3.55M 0.37%
17,136
+1,168
57
$3.48M 0.36%
189,154
+15,311
58
$3.44M 0.36%
11,657
+1,019
59
$3.42M 0.35%
+146,138
60
$3.41M 0.35%
14,236
+1,041
61
$3.35M 0.35%
23,782
+1,956
62
$3.33M 0.35%
19,171
+1,550
63
$3.32M 0.34%
25,038
+2,084
64
$3.31M 0.34%
6,450
+491
65
$3.3M 0.34%
7,703
+545
66
$3.22M 0.33%
34,566
+2,933
67
$3.17M 0.33%
37,255
+2,582
68
$3.14M 0.33%
37,699
+3,341
69
$3.1M 0.32%
6,374
+442
70
$3.1M 0.32%
9,020
+757
71
$3.08M 0.32%
31,097
+2,475
72
$2.91M 0.3%
109,932
+9,035
73
$2.88M 0.3%
8,692
+523
74
$2.86M 0.3%
33,290
+2,679
75
$2.84M 0.29%
7,292
+630
1 2
3
4 5