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
$663M
AUM Growth
+$50M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
439
New
Increased
Reduced
Closed

Top Buys

1
+$7.95M
2
+$6.66M
3
+$5.52M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.37M
5
QVAL icon
Alpha Architect US Quantitative Value ETF
QVAL
+$4.76M

Top Sells

1
+$1.25M
2
+$1.08M
3
+$1.08M
4
AYI icon
Acuity Brands
AYI
+$1.03M
5
STX icon
Seagate
STX
+$1.02M

Sector Composition

1 Technology 16.36%
2 Consumer Discretionary 10.63%
3 Healthcare 10.55%
4 Communication Services 8.58%
5 Financials 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.66M 0.25%
28,111
+1,560
77
$1.66M 0.25%
26,332
+5,246
78
$1.63M 0.25%
8,934
+536
79
$1.62M 0.24%
4,277
+232
80
$1.61M 0.24%
18,743
+1,090
81
$1.61M 0.24%
11,633
-192
82
$1.6M 0.24%
8,005
+235
83
$1.59M 0.24%
63,851
+24,046
84
$1.58M 0.24%
7,428
+402
85
$1.57M 0.24%
34,114
+712
86
$1.56M 0.24%
11,752
+676
87
$1.54M 0.23%
12,003
+665
88
$1.53M 0.23%
17,308
+6,520
89
$1.53M 0.23%
10,058
+3,954
90
$1.51M 0.23%
24,662
+9,833
91
$1.51M 0.23%
6,859
+396
92
$1.5M 0.23%
13,329
+5,414
93
$1.48M 0.22%
1,770
+107
94
$1.48M 0.22%
14,379
+999
95
$1.47M 0.22%
4,449
+255
96
$1.46M 0.22%
15,370
+6,362
97
$1.46M 0.22%
27,720
+12,632
98
$1.45M 0.22%
6,350
+346
99
$1.45M 0.22%
3,728
-1,310
100
$1.45M 0.22%
73,584
+29,445
2 3
4
5 6