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
$393M
AUM Growth
+$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$4.53M
2
+$4.04M
3
+$3.37M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.95M
5
IMOM icon
Alpha Architect International Quantitative Momentum ETF
IMOM
+$1.4M

Top Sells

1
+$3.94M
2
+$3.9M
3
+$2.55M
4
HLF icon
Herbalife
HLF
+$2.05M
5
AEO icon
American Eagle Outfitters
AEO
+$1.62M

Sector Composition

1 Consumer Discretionary 10.74%
2 Technology 6.62%
3 Industrials 3.6%
4 Healthcare 2.82%
5 Communication Services 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$818K 0.21%
13,900
+3,260
102
$815K 0.21%
36,659
+5,430
103
$810K 0.21%
8,004
+1,825
104
$726K 0.18%
2,799
105
$680K 0.17%
26,300
-10,386
106
$656K 0.17%
+29,591
107
$642K 0.16%
8,317
-4
108
$614K 0.16%
22,240
+5,032
109
$612K 0.16%
5,879
+1,345
110
$599K 0.15%
11,098
+2,412
111
$587K 0.15%
14,568
+3,390
112
$586K 0.15%
10,905
+2,496
113
$568K 0.14%
9,600
+2,237
114
$557K 0.14%
2,252
+523
115
$522K 0.13%
2,720
+614
116
$521K 0.13%
6,570
+1,496
117
$518K 0.13%
4,204
+1,033
118
$507K 0.13%
2,155
+493
119
$506K 0.13%
21,383
+5,212
120
$496K 0.13%
4,463
+1,796
121
$493K 0.13%
10,196
+2,302
122
$492K 0.13%
1,289
+292
123
$454K 0.12%
18,104
+4,826
124
$433K 0.11%
10,834
+2,473
125
$424K 0.11%
3,275
3 4
5
6 7