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
$663M
AUM Growth
+$50M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
439
New
Increased
Reduced
Closed

Top Buys

1
+$7.95M
2
+$6.66M
3
+$5.52M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.37M
5
QVAL icon
Alpha Architect US Quantitative Value ETF
QVAL
+$4.76M

Top Sells

1
+$1.25M
2
+$1.08M
3
+$1.08M
4
AYI icon
Acuity Brands
AYI
+$1.03M
5
STX icon
Seagate
STX
+$1.02M

Sector Composition

1 Technology 16.36%
2 Consumer Discretionary 10.63%
3 Healthcare 10.55%
4 Communication Services 8.58%
5 Financials 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.42M 0.21%
22,083
+1,242
102
$1.41M 0.21%
45,418
103
$1.4M 0.21%
8,330
+453
104
$1.36M 0.21%
1,872
+90
105
$1.36M 0.2%
6,099
+1,379
106
$1.33M 0.2%
6,940
+403
107
$1.32M 0.2%
3,943
+221
108
$1.3M 0.2%
3,057
+173
109
$1.28M 0.19%
8,730
+493
110
$1.26M 0.19%
2,024
+161
111
$1.24M 0.19%
524
+29
112
$1.22M 0.18%
16,756
+1,148
113
$1.2M 0.18%
36,824
+19,785
114
$1.18M 0.18%
12,986
+224
115
$1.17M 0.18%
29,263
116
$1.17M 0.18%
18,602
117
$1.16M 0.17%
5,975
+336
118
$1.15M 0.17%
16,961
+981
119
$1.14M 0.17%
20,832
+109
120
$1.14M 0.17%
20,758
121
$1.12M 0.17%
25,909
122
$1.11M 0.17%
15,883
-7,950
123
$1.11M 0.17%
6,617
124
$1.09M 0.16%
6,525
+2,149
125
$1.09M 0.16%
17,279
3 4
5
6 7