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
$1.63B
AUM Growth
+$195M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
515
New
Increased
Reduced
Closed

Top Buys

1
+$3.8M
2
+$3.03M
3
+$2.68M
4
AMZN icon
Amazon
AMZN
+$2.01M
5
META icon
Meta Platforms (Facebook)
META
+$1.28M

Top Sells

1
+$3.83M
2
+$2.46M
3
+$1.16M
4
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$260K
5
PODD icon
Insulet
PODD
+$202K

Sector Composition

1 Technology 28.12%
2 Healthcare 11.85%
3 Financials 11%
4 Consumer Discretionary 9.87%
5 Communication Services 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.52M 0.28%
256,956
+8,747
77
$4.51M 0.28%
71,360
+2,288
78
$4.47M 0.27%
8,621
+285
79
$4.39M 0.27%
5,262
+164
80
$4.33M 0.27%
20,944
+708
81
$4.31M 0.26%
12,039
+412
82
$4.26M 0.26%
42,023
+1,393
83
$4.24M 0.26%
45,101
+1,520
84
$4.19M 0.26%
77,242
+2,429
85
$4.1M 0.25%
9,974
+316
86
$4.07M 0.25%
24,943
+559
87
$4.05M 0.25%
11,155
+347
88
$3.91M 0.24%
26,286
+877
89
$3.9M 0.24%
9,332
+314
90
$3.89M 0.24%
20,150
+703
91
$3.83M 0.24%
8,420
+260
92
$3.83M 0.23%
55,734
93
$3.82M 0.23%
41,803
+1,384
94
$3.77M 0.23%
52,120
+1,796
95
$3.77M 0.23%
15,089
+501
96
$3.73M 0.23%
46,735
+1,535
97
$3.7M 0.23%
17,965
+600
98
$3.67M 0.23%
18,563
+613
99
$3.66M 0.22%
60,658
-2,419
100
$3.65M 0.22%
28,532
+736
2 3
4
5 6