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
$393M
AUM Growth
+$89.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$13.5M
3
+$13.2M
4
IVAL icon
Alpha Architect International Quantitative Value ETF
IVAL
+$11.7M
5
AAVM
EA Series Trust Alpha Architect Global Factor Equity ETF
AAVM
+$10.3M

Top Sells

1
+$6.48M
2
+$4.39M
3
+$3.34M
4
CSCO icon
Cisco
CSCO
+$3.19M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.17M

Sector Composition

1 Consumer Discretionary 10.74%
2 Technology 6.62%
3 Industrials 3.6%
4 Healthcare 2.82%
5 Communication Services 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$419K 0.11%
+8,940
127
$404K 0.1%
+3,299
128
$377K 0.1%
+6,055
129
$361K 0.09%
+6,716
130
$360K 0.09%
+1,011
131
$331K 0.08%
10,194
-35,325
132
$326K 0.08%
+4,074
133
$326K 0.08%
+10,130
134
$321K 0.08%
+3,633
135
$306K 0.08%
+1,147
136
$302K 0.08%
1,591
-5,014
137
$302K 0.08%
+1,804
138
$293K 0.07%
+3,633
139
$292K 0.07%
+2,248
140
$292K 0.07%
+2,599
141
$288K 0.07%
+1,659
142
$284K 0.07%
+2,640
143
$284K 0.07%
+10,136
144
$283K 0.07%
3,308
145
$280K 0.07%
+1,842
146
$277K 0.07%
+2,669
147
$266K 0.07%
+3,632
148
$265K 0.07%
+9,518
149
$264K 0.07%
+1,665
150
$257K 0.07%
+938
4 5
6
7 8