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
$1.63B
AUM Growth
+$195M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
515
New
Increased
Reduced
Closed

Top Buys

1
+$3.8M
2
+$3.03M
3
+$2.68M
4
AMZN icon
Amazon
AMZN
+$2.01M
5
META icon
Meta Platforms (Facebook)
META
+$1.28M

Top Sells

1
+$3.83M
2
+$2.46M
3
+$1.16M
4
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$260K
5
PODD icon
Insulet
PODD
+$202K

Sector Composition

1 Technology 28.12%
2 Healthcare 11.85%
3 Financials 11%
4 Consumer Discretionary 9.87%
5 Communication Services 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.58M 0.22%
5,124
+165
102
$3.57M 0.22%
20,943
+431
103
$3.51M 0.22%
51,280
+1,786
104
$3.49M 0.21%
49,829
+1,631
105
$3.45M 0.21%
21,597
+716
106
$3.33M 0.2%
45,447
+1,527
107
$3.18M 0.2%
19,513
+615
108
$3.04M 0.19%
9,776
+325
109
$3M 0.18%
16,911
+553
110
$2.99M 0.18%
8,604
+286
111
$2.9M 0.18%
13,610
+442
112
$2.88M 0.18%
49,500
+1,650
113
$2.84M 0.17%
76,604
+2,371
114
$2.84M 0.17%
16,757
+554
115
$2.79M 0.17%
38,898
+1,327
116
$2.78M 0.17%
12,930
+436
117
$2.77M 0.17%
5,164
+159
118
$2.74M 0.17%
40,890
+1,294
119
$2.73M 0.17%
30,329
+996
120
$2.72M 0.17%
10,127
+335
121
$2.68M 0.16%
27,688
+937
122
$2.64M 0.16%
7,907
+231
123
$2.62M 0.16%
9,975
+297
124
$2.6M 0.16%
15,799
+363
125
$2.59M 0.16%
34,440
+1,065
3 4
5
6 7