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
$1.63B
AUM Growth
+$195M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
515
New
Increased
Reduced
Closed

Top Buys

1
+$3.8M
2
+$3.03M
3
+$2.68M
4
AMZN icon
Amazon
AMZN
+$2.01M
5
META icon
Meta Platforms (Facebook)
META
+$1.28M

Top Sells

1
+$3.83M
2
+$2.46M
3
+$1.16M
4
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$260K
5
PODD icon
Insulet
PODD
+$202K

Sector Composition

1 Technology 28.12%
2 Healthcare 11.85%
3 Financials 11%
4 Consumer Discretionary 9.87%
5 Communication Services 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.33M 0.39%
49,705
+1,467
52
$6.24M 0.38%
32,692
+1,113
53
$6.07M 0.37%
236,060
+1,146
54
$6.01M 0.37%
216,401
+6,958
55
$5.89M 0.36%
23,575
+796
56
$5.82M 0.36%
46,347
+1,937
57
$5.81M 0.36%
22,826
+688
58
$5.76M 0.35%
33,064
+1,121
59
$5.62M 0.35%
19,773
+649
60
$5.58M 0.34%
22,685
+743
61
$5.3M 0.33%
31,279
+1,346
62
$5.24M 0.32%
6,873
+243
63
$5.16M 0.32%
52,925
+1,615
64
$5.14M 0.32%
56,069
+1,885
65
$5.05M 0.31%
12,648
+433
66
$5.04M 0.31%
12,078
+396
67
$5.01M 0.31%
24,387
+793
68
$4.98M 0.31%
1,374
+39
69
$4.98M 0.31%
21,877
+689
70
$4.92M 0.3%
24,437
+457
71
$4.8M 0.29%
49,380
+1,570
72
$4.68M 0.29%
39,659
+1,338
73
$4.62M 0.28%
72,286
+2,508
74
$4.61M 0.28%
10,826
+391
75
$4.55M 0.28%
48,371
+1,531
1 2
3
4 5