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
$322M
AUM Growth
-$89.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$6.32M
3
+$2.47M
4
AAPL icon
Apple
AAPL
+$2.15M
5
AMZN icon
Amazon
AMZN
+$1.59M

Top Sells

1
+$9.3M
2
+$9.18M
3
+$8.58M
4
IVAL icon
Alpha Architect International Quantitative Value ETF
IVAL
+$8M
5
QVAL icon
Alpha Architect US Quantitative Value ETF
QVAL
+$5.88M

Sector Composition

1 Consumer Discretionary 11.03%
2 Healthcare 9.44%
3 Technology 9.37%
4 Industrials 7.16%
5 Communication Services 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$493K 0.15%
20,790
+8,260
127
$492K 0.15%
1,451
+529
128
$466K 0.14%
12,391
+159
129
$465K 0.14%
38,757
130
$465K 0.14%
7,071
+2,125
131
$459K 0.14%
3,077
+1,048
132
$457K 0.14%
4,007
+1,403
133
$439K 0.14%
7,402
+2,694
134
$429K 0.13%
983
+318
135
$428K 0.13%
7,218
+2,708
136
$421K 0.13%
8,416
+2,960
137
$401K 0.12%
10,143
+3,626
138
$399K 0.12%
3,275
139
$393K 0.12%
4,564
+1,573
140
$391K 0.12%
15,112
-5,176
141
$377K 0.12%
4,034
+1,453
142
$362K 0.11%
2,043
+771
143
$356K 0.11%
2,926
+1,285
144
$354K 0.11%
1,443
+514
145
$353K 0.11%
1,575
+578
146
$353K 0.11%
2,044
+742
147
$353K 0.11%
1,482
+533
148
$347K 0.11%
258
+85
149
$345K 0.11%
2,527
+895
150
$344K 0.11%
4,021
+1,391
4 5
6
7 8