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
$1.73B
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$813K
3
+$752K
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$709K
5
ARKK icon
ARK Innovation ETF
ARKK
+$684K

Top Sells

1
+$1.86M
2
+$1.39M
3
+$1.39M
4
UAL icon
United Airlines
UAL
+$1.09M
5
NTSX icon
WisdomTree US Efficient Core Fund
NTSX
+$848K

Sector Composition

1 Technology 30.99%
2 Financials 11.21%
3 Consumer Discretionary 10.93%
4 Communication Services 10.1%
5 Healthcare 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.58M 0.26%
29,783
-111
77
$4.38M 0.25%
49,020
-619
78
$4.22M 0.24%
48,203
+6,900
79
$4.19M 0.24%
20,396
-268
80
$4.14M 0.24%
14,142
-193
81
$4.11M 0.24%
11,426
-130
82
$4.05M 0.23%
71,603
-1,073
83
$3.95M 0.23%
42,746
-578
84
$3.92M 0.23%
17,766
-228
85
$3.88M 0.22%
9,169
-134
86
$3.8M 0.22%
10,300
+973
87
$3.74M 0.22%
7,692
-110
88
$3.73M 0.22%
50,393
-5,341
89
$3.65M 0.21%
49,364
-571
90
$3.64M 0.21%
17,147
-223
91
$3.58M 0.21%
16,876
-226
92
$3.57M 0.21%
39,169
-523
93
$3.56M 0.21%
32,202
-174
94
$3.55M 0.21%
8,813
-103
95
$3.44M 0.2%
65,802
+11,019
96
$3.42M 0.2%
19,335
-131
97
$3.31M 0.19%
56,161
-4,497
98
$3.3M 0.19%
45,718
-552
99
$3.26M 0.19%
11,792
+1,418
100
$3.2M 0.19%
37,529
-561
2 3
4
5 6