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
$1.43B
AUM Growth
+$72.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
534
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$696K
3
+$684K
4
MSFT icon
Microsoft
MSFT
+$664K
5
MTH icon
Meritage Homes
MTH
+$664K

Top Sells

1
+$26.9M
2
+$10.5M
3
+$9.89M
4
IVAL icon
Alpha Architect International Quantitative Value ETF
IVAL
+$9.14M
5
QVAL icon
Alpha Architect US Quantitative Value ETF
QVAL
+$8.92M

Sector Composition

1 Technology 27.37%
2 Healthcare 12.03%
3 Financials 10.77%
4 Consumer Discretionary 10.06%
5 Communication Services 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.46M 0.38%
234,914
-177,580
52
$5.45M 0.38%
31,943
+196
53
$5.41M 0.38%
18,281
+40
54
$5.39M 0.38%
21,942
+43
55
$5.27M 0.37%
22,779
-2,810
56
$5.16M 0.36%
31,579
-50
57
$5.1M 0.36%
54,184
+325
58
$5.07M 0.35%
19,447
+122
59
$4.95M 0.35%
23,594
+42
60
$4.93M 0.34%
22,138
-121
61
$4.91M 0.34%
30,325
-243
62
$4.84M 0.34%
47,554
+317
63
$4.74M 0.33%
1,335
-1
64
$4.73M 0.33%
43,581
+194
65
$4.68M 0.33%
6,630
+68
66
$4.68M 0.33%
44,410
+1,005
67
$4.6M 0.32%
10,435
+71
68
$4.51M 0.31%
11,682
+29
69
$4.37M 0.3%
46,840
-19
70
$4.33M 0.3%
29,933
+670
71
$4.32M 0.3%
51,310
+196
72
$4.24M 0.3%
69,778
+462
73
$4.16M 0.29%
248,209
+1,792
74
$4.14M 0.29%
5,098
+5
75
$4.12M 0.29%
12,215
+12
1 2
3
4 5