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
$395M
AUM Growth
+$1.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$7.56M
2
+$6.39M
3
+$5.28M
4
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$3.74M
5
HLF icon
Herbalife
HLF
+$3.68M

Top Sells

1
+$7.89M
2
+$7.07M
3
+$5.67M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$4.04M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$3.23M

Sector Composition

1 Consumer Discretionary 11.18%
2 Technology 7.58%
3 Healthcare 4.28%
4 Consumer Staples 2.63%
5 Materials 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$333K 0.08%
1,693
-462
102
$324K 0.08%
+1,588
103
$320K 0.08%
+1,568
104
$318K 0.08%
7,608
+3,208
105
$313K 0.08%
4,674
-1,381
106
$302K 0.08%
+6,010
107
$296K 0.08%
6,752
-2,188
108
$287K 0.07%
4,950
-1,620
109
$283K 0.07%
724
-287
110
$279K 0.07%
9,786
-408
111
$276K 0.07%
2,638
-1,825
112
$275K 0.07%
+1,614
113
$275K 0.07%
3,308
114
$270K 0.07%
8,237
-2,597
115
$268K 0.07%
2,461
-838
116
$265K 0.07%
+5,258
117
$262K 0.07%
+813
118
$260K 0.07%
+3,094
119
$258K 0.07%
1,942
-698
120
$254K 0.06%
5,760
-956
121
$251K 0.06%
2,705
-928
122
$246K 0.06%
+4,633
123
$246K 0.06%
+2,115
124
$243K 0.06%
+3,277
125
$238K 0.06%
+863
3 4
5
6 7