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
$1.07B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
507
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$3.42M
3
+$3.09M
4
AAPL icon
Apple
AAPL
+$2.96M
5
MSFT icon
Microsoft
MSFT
+$2.78M

Top Sells

1
+$12.9M
2
+$1.65M
3
+$1.08M
4
QMOM icon
Alpha Architect US Quantitative Momentum ETF
QMOM
+$833K
5
GE icon
GE Aerospace
GE
+$659K

Sector Composition

1 Technology 23.1%
2 Healthcare 12.45%
3 Financials 10.1%
4 Consumer Discretionary 9.07%
5 Industrials 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.22M 0.4%
54,772
+2,800
52
$4.21M 0.39%
43,300
+2,398
53
$4.21M 0.39%
60,729
+2,994
54
$4.1M 0.38%
109,657
+4,759
55
$4.04M 0.38%
41,225
+2,015
56
$3.97M 0.37%
39,995
+1,465
57
$3.91M 0.37%
20,168
+997
58
$3.85M 0.36%
163,699
+17,561
59
$3.82M 0.36%
198,589
+9,435
60
$3.78M 0.35%
115,594
+5,662
61
$3.76M 0.35%
18,815
+577
62
$3.76M 0.35%
15,558
+680
63
$3.66M 0.34%
19,143
+932
64
$3.6M 0.34%
17,906
+770
65
$3.42M 0.32%
7,677
+385
66
$3.4M 0.32%
14,878
+642
67
$3.4M 0.32%
32,632
+1,535
68
$3.39M 0.32%
38,568
+1,313
69
$3.31M 0.31%
8,023
+320
70
$3.28M 0.31%
25,058
+1,276
71
$3.26M 0.31%
15,336
+784
72
$3.16M 0.3%
6,676
+302
73
$3.13M 0.29%
33,690
+1,673
74
$3.11M 0.29%
6,755
+305
75
$3.1M 0.29%
25,259
+943
1 2
3
4 5