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
$393M
AUM Growth
+$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$4.53M
2
+$4.04M
3
+$3.37M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.95M
5
IMOM icon
Alpha Architect International Quantitative Momentum ETF
IMOM
+$1.4M

Top Sells

1
+$3.94M
2
+$3.9M
3
+$2.55M
4
HLF icon
Herbalife
HLF
+$2.05M
5
AEO icon
American Eagle Outfitters
AEO
+$1.62M

Sector Composition

1 Consumer Discretionary 10.74%
2 Technology 6.62%
3 Industrials 3.6%
4 Healthcare 2.82%
5 Communication Services 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.03M 0.26%
9,511
-4,263
77
$1.03M 0.26%
29,899
78
$1.02M 0.26%
+23,362
79
$1.01M 0.26%
+15,409
80
$1.01M 0.26%
+18,786
81
$992K 0.25%
8,412
+4,203
82
$990K 0.25%
+22,186
83
$988K 0.25%
26,095
-10
84
$973K 0.25%
+8,290
85
$964K 0.25%
+9,253
86
$963K 0.25%
+15,447
87
$950K 0.24%
+7,785
88
$939K 0.24%
+44,701
89
$933K 0.24%
31,492
-12,148
90
$931K 0.24%
5,587
+1,298
91
$919K 0.23%
20,469
+1,618
92
$917K 0.23%
+20,486
93
$907K 0.23%
4,514
+1,061
94
$900K 0.23%
+22,217
95
$880K 0.22%
12,970
+1,915
96
$876K 0.22%
6,265
+1,453
97
$873K 0.22%
17,717
+3,419
98
$860K 0.22%
+19,679
99
$830K 0.21%
14,140
+3,340
100
$824K 0.21%
82,511
-80,596
2 3
4
5 6