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
$569M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$7.74M
2
+$3.72M
3
+$3.5M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$3.14M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.02M

Top Sells

1
+$10.7M
2
+$5.53M
3
+$2.51M
4
IMOM icon
Alpha Architect International Quantitative Momentum ETF
IMOM
+$2.49M
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$2.41M

Sector Composition

1 Technology 15.44%
2 Consumer Discretionary 12.01%
3 Healthcare 10.13%
4 Industrials 9.37%
5 Financials 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.47M 0.26%
7,035
+1,176
102
$1.45M 0.26%
8,613
+1,346
103
$1.44M 0.25%
7,300
+1,274
104
$1.42M 0.25%
22,881
+4,025
105
$1.41M 0.25%
6,124
+1,008
106
$1.4M 0.25%
18,106
107
$1.39M 0.24%
18,913
108
$1.36M 0.24%
22,035
+3,511
109
$1.35M 0.24%
17,796
110
$1.33M 0.23%
14,558
111
$1.32M 0.23%
25,009
112
$1.31M 0.23%
12,288
+1,989
113
$1.3M 0.23%
15,754
+2,774
114
$1.3M 0.23%
20,931
115
$1.27M 0.22%
31,021
-1,027
116
$1.27M 0.22%
9,249
+138
117
$1.25M 0.22%
7,795
+1,316
118
$1.25M 0.22%
41,352
+7,699
119
$1.22M 0.21%
14,946
120
$1.21M 0.21%
5,667
121
$1.2M 0.21%
7,140
+1,260
122
$1.18M 0.21%
5,489
+936
123
$1.17M 0.21%
71,869
+689
124
$1.15M 0.2%
+13,572
125
$1.14M 0.2%
9,466
+1,683
3 4
5
6 7