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
$1.07B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
507
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$3.42M
3
+$3.09M
4
AAPL icon
Apple
AAPL
+$2.96M
5
MSFT icon
Microsoft
MSFT
+$2.78M

Top Sells

1
+$12.9M
2
+$1.65M
3
+$1.08M
4
QMOM icon
Alpha Architect US Quantitative Momentum ETF
QMOM
+$833K
5
GE icon
GE Aerospace
GE
+$659K

Sector Composition

1 Technology 23.1%
2 Healthcare 12.45%
3 Financials 10.1%
4 Consumer Discretionary 9.07%
5 Industrials 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.09M 0.29%
+56,375
77
$3.09M 0.29%
9,438
+418
78
$2.95M 0.28%
1,114
+33
79
$2.9M 0.27%
35,002
+1,712
80
$2.88M 0.27%
37,780
-8,633
81
$2.87M 0.27%
14,539
+630
82
$2.87M 0.27%
17,372
+666
83
$2.8M 0.26%
110,117
84
$2.78M 0.26%
8,076
+446
85
$2.76M 0.26%
21,651
+2,264
86
$2.72M 0.25%
36,551
+1,985
87
$2.71M 0.25%
4,051
+211
88
$2.71M 0.25%
38,864
+1,909
89
$2.65M 0.25%
9,269
+489
90
$2.63M 0.25%
19,521
+126
91
$2.63M 0.25%
56,102
+2,329
92
$2.61M 0.24%
11,725
+536
93
$2.58M 0.24%
32,965
+1,539
94
$2.53M 0.24%
9,906
+528
95
$2.45M 0.23%
32,327
+1,359
96
$2.39M 0.22%
5,133
+245
97
$2.35M 0.22%
16,412
+810
98
$2.33M 0.22%
13,977
+673
99
$2.32M 0.22%
38,421
+1,261
100
$2.31M 0.22%
9,053
+361
2 3
4
5 6