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
$569M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$7.74M
2
+$3.72M
3
+$3.5M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$3.14M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.02M

Top Sells

1
+$10.7M
2
+$5.53M
3
+$2.51M
4
IMOM icon
Alpha Architect International Quantitative Momentum ETF
IMOM
+$2.49M
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$2.41M

Sector Composition

1 Technology 15.44%
2 Consumer Discretionary 12.01%
3 Healthcare 10.13%
4 Industrials 9.37%
5 Financials 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.12M 0.2%
73,124
-11,994
127
$1.09M 0.19%
49,783
+712
128
$1.08M 0.19%
15,158
+2,796
129
$1.06M 0.19%
13,746
130
$1.05M 0.19%
1,594
+243
131
$1.05M 0.19%
1,459
+248
132
$1.04M 0.18%
10,958
133
$1.03M 0.18%
17,187
+133
134
$1.03M 0.18%
19,609
135
$1.03M 0.18%
7,035
+1,233
136
$1.03M 0.18%
2,991
-615
137
$1.02M 0.18%
5,603
+964
138
$1.02M 0.18%
11,099
+2,102
139
$994K 0.17%
2,616
+466
140
$994K 0.17%
14,509
+4,156
141
$986K 0.17%
3,615
+639
142
$979K 0.17%
48,697
143
$974K 0.17%
22,692
144
$957K 0.17%
17,786
+3,138
145
$951K 0.17%
427
+71
146
$909K 0.16%
5,147
+884
147
$900K 0.16%
3,411
+642
148
$891K 0.16%
26,578
149
$856K 0.15%
3,181
+561
150
$853K 0.15%
11,342
+1,992
4 5
6
7 8