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
$966M
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
507
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$3.75M
3
+$3.7M
4
HIDE icon
Alpha Architect High Inflation and Deflation ETF
HIDE
+$3.42M
5
NTSX icon
WisdomTree US Efficient Core Fund
NTSX
+$2.12M

Top Sells

1
+$5.46M
2
+$2.05M
3
+$1.9M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.84M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.16M

Sector Composition

1 Technology 19.81%
2 Healthcare 13.66%
3 Financials 11.12%
4 Consumer Discretionary 8.39%
5 Industrials 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.78M 0.29%
42,883
+3,524
77
$2.77M 0.29%
14,552
+1,138
78
$2.72M 0.28%
3,840
+376
79
$2.67M 0.28%
11,189
+832
80
$2.64M 0.27%
110,117
81
$2.62M 0.27%
32,017
+2,602
82
$2.56M 0.26%
7,630
+723
83
$2.5M 0.26%
31,426
+2,376
84
$2.49M 0.26%
9,378
+729
85
$2.47M 0.26%
16,706
+1,161
86
$2.46M 0.26%
36,955
+2,728
87
$2.43M 0.25%
53,773
+4,014
88
$2.42M 0.25%
46,413
+3,533
89
$2.37M 0.25%
24,316
+1,881
90
$2.28M 0.24%
13,909
+1,112
91
$2.26M 0.23%
19,395
+631
92
$2.21M 0.23%
30,968
+2,601
93
$2.2M 0.23%
13,304
+1,002
94
$2.18M 0.23%
1,081
+74
95
$2.16M 0.22%
3,968
+274
96
$2.15M 0.22%
8,780
+717
97
$2.13M 0.22%
19,387
+2,713
98
$2.12M 0.22%
+65,236
99
$2.07M 0.21%
20,110
+1,569
100
$2.03M 0.21%
15,000
2 3
4
5 6