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
+$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$4.53M
2
+$4.04M
3
+$3.37M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.95M
5
IMOM icon
Alpha Architect International Quantitative Momentum ETF
IMOM
+$1.4M

Top Sells

1
+$3.94M
2
+$3.9M
3
+$2.55M
4
HLF icon
Herbalife
HLF
+$2.05M
5
AEO icon
American Eagle Outfitters
AEO
+$1.62M

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
+2,066
127
$404K 0.1%
3,299
+761
128
$377K 0.1%
6,055
+1,360
129
$361K 0.09%
6,716
+1,379
130
$360K 0.09%
1,011
+233
131
$331K 0.08%
10,194
+2,331
132
$326K 0.08%
4,074
+965
133
$326K 0.08%
10,130
134
$321K 0.08%
+3,633
135
$306K 0.08%
+1,147
136
$302K 0.08%
1,591
-7,087
137
$302K 0.08%
+1,804
138
$293K 0.07%
3,633
+831
139
$292K 0.07%
+2,248
140
$292K 0.07%
2,599
-241
141
$288K 0.07%
1,659
+384
142
$284K 0.07%
2,640
+606
143
$284K 0.07%
+10,136
144
$283K 0.07%
3,308
145
$280K 0.07%
+1,765
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