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
$569M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$7.74M
2
+$3.72M
3
+$3.5M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$3.14M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.02M

Top Sells

1
+$10.7M
2
+$5.53M
3
+$2.51M
4
IMOM icon
Alpha Architect International Quantitative Momentum ETF
IMOM
+$2.49M
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$2.41M

Sector Composition

1 Technology 15.44%
2 Consumer Discretionary 12.01%
3 Healthcare 10.13%
4 Industrials 9.37%
5 Financials 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.95M 0.34%
8,771
+1,627
77
$1.94M 0.34%
52,754
-5,590
78
$1.93M 0.34%
47,953
+1,184
79
$1.91M 0.34%
18,426
+83
80
$1.91M 0.34%
16,024
-1,857
81
$1.89M 0.33%
4,061
+712
82
$1.88M 0.33%
17,500
+3,164
83
$1.86M 0.33%
39,914
+1,111
84
$1.85M 0.32%
33,678
85
$1.81M 0.32%
5,113
+441
86
$1.81M 0.32%
10,417
+270
87
$1.8M 0.32%
12,728
+2,195
88
$1.73M 0.3%
11,081
+198
89
$1.71M 0.3%
4,535
+789
90
$1.68M 0.3%
68,338
+2,285
91
$1.68M 0.3%
10,206
+472
92
$1.68M 0.29%
38,280
+7,120
93
$1.68M 0.29%
28,754
+2,234
94
$1.64M 0.29%
19,384
+3,934
95
$1.62M 0.28%
3,945
+232
96
$1.54M 0.27%
9,413
+1,614
97
$1.53M 0.27%
7,213
+1,243
98
$1.52M 0.27%
19,681
+3,497
99
$1.51M 0.27%
65,029
-8,473
100
$1.5M 0.26%
24,066
+383
2 3
4
5 6