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
$1.07B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
507
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$3.42M
3
+$3.09M
4
AAPL icon
Apple
AAPL
+$2.96M
5
MSFT icon
Microsoft
MSFT
+$2.78M

Top Sells

1
+$12.9M
2
+$1.65M
3
+$1.08M
4
QMOM icon
Alpha Architect US Quantitative Momentum ETF
QMOM
+$833K
5
GE icon
GE Aerospace
GE
+$659K

Sector Composition

1 Technology 23.1%
2 Healthcare 12.45%
3 Financials 10.1%
4 Consumer Discretionary 9.07%
5 Industrials 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.26M 0.21%
7,167
+345
102
$2.23M 0.21%
13,471
+599
103
$2.21M 0.21%
15,247
+860
104
$2.19M 0.21%
2,664
+106
105
$2.18M 0.2%
14,095
+215
106
$2.15M 0.2%
12,896
+470
107
$2.09M 0.2%
39,975
+2,276
108
$2.08M 0.19%
50,731
+1,606
109
$2.07M 0.19%
39,010
+1,600
110
$2.07M 0.19%
29,698
+1,695
111
$2.05M 0.19%
14,695
+429
112
$2.05M 0.19%
21,219
+1,109
113
$2.01M 0.19%
14,956
-44
114
$1.98M 0.19%
39,585
+2,136
115
$1.97M 0.18%
7,961
+382
116
$1.94M 0.18%
35,365
+882
117
$1.93M 0.18%
7,929
+371
118
$1.92M 0.18%
4,162
+194
119
$1.91M 0.18%
9,956
+489
120
$1.89M 0.18%
16,677
+957
121
$1.87M 0.18%
16,306
+838
122
$1.86M 0.17%
+58,484
123
$1.84M 0.17%
61,613
+2,602
124
$1.78M 0.17%
28,574
+544
125
$1.77M 0.17%
6,164
+318
3 4
5
6 7