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
$966M
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
507
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$3.75M
3
+$3.7M
4
HIDE icon
Alpha Architect High Inflation and Deflation ETF
HIDE
+$3.42M
5
NTSX icon
WisdomTree US Efficient Core Fund
NTSX
+$2.12M

Top Sells

1
+$5.46M
2
+$2.05M
3
+$1.9M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.84M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.16M

Sector Composition

1 Technology 19.81%
2 Healthcare 13.66%
3 Financials 11.12%
4 Consumer Discretionary 8.39%
5 Industrials 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.02M 0.21%
15,602
+1,194
102
$2.01M 0.21%
14,387
+1,284
103
$2M 0.21%
15,468
+1,291
104
$2M 0.21%
28,003
+2,274
105
$1.97M 0.2%
6,822
+545
106
$1.93M 0.2%
7,579
+590
107
$1.92M 0.2%
12,872
+1,027
108
$1.9M 0.2%
4,888
+439
109
$1.87M 0.19%
49,125
+3,028
110
$1.86M 0.19%
37,160
+2,471
111
$1.85M 0.19%
2,558
+240
112
$1.83M 0.19%
13,880
+525
113
$1.83M 0.19%
59,011
+4,053
114
$1.82M 0.19%
12,426
+951
115
$1.81M 0.19%
14,266
+734
116
$1.81M 0.19%
18,038
+1,252
117
$1.8M 0.19%
5,846
+457
118
$1.77M 0.18%
28,030
+907
119
$1.76M 0.18%
11,167
+838
120
$1.75M 0.18%
22,269
+1,679
121
$1.74M 0.18%
34,483
+1,454
122
$1.74M 0.18%
3,391
+272
123
$1.73M 0.18%
37,449
+2,989
124
$1.67M 0.17%
7,326
+589
125
$1.67M 0.17%
7,558
+566
3 4
5
6 7