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
$260M
AUM Growth
+$47.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$3.96M
3
+$3.04M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.98M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.92M

Top Sells

1
+$3.9M
2
+$3.48M
3
+$2.42M
4
IVAL icon
Alpha Architect International Quantitative Value ETF
IVAL
+$2.05M
5
IMOM icon
Alpha Architect International Quantitative Momentum ETF
IMOM
+$1.8M

Sector Composition

1 Consumer Discretionary 12.19%
2 Technology 5.6%
3 Healthcare 4.54%
4 Consumer Staples 4.17%
5 Industrials 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$998K 0.38%
28,561
+815
77
$929K 0.36%
82,987
+2,339
78
$903K 0.35%
32,256
+15,824
79
$884K 0.34%
22,320
80
$883K 0.34%
16,868
+830
81
$864K 0.33%
28,396
82
$860K 0.33%
22,230
+851
83
$817K 0.31%
14,158
84
$776K 0.3%
23,107
+213
85
$771K 0.3%
+63,972
86
$628K 0.24%
+23,558
87
$574K 0.22%
+16,480
88
$574K 0.22%
+25,624
89
$567K 0.22%
12,393
+4,233
90
$491K 0.19%
3,710
+1,774
91
$484K 0.19%
2,176
92
$424K 0.16%
+8,760
93
$388K 0.15%
+2,564
94
$375K 0.14%
3,275
95
$365K 0.14%
21,493
96
$360K 0.14%
+4,448
97
$345K 0.13%
+3,774
98
$325K 0.12%
12,641
99
$314K 0.12%
+6,258
100
$304K 0.12%
+2,584
2 3
4
5 6