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
$663M
AUM Growth
+$50M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
439
New
Increased
Reduced
Closed

Top Buys

1
+$7.95M
2
+$6.66M
3
+$5.52M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.37M
5
QVAL icon
Alpha Architect US Quantitative Value ETF
QVAL
+$4.76M

Top Sells

1
+$1.25M
2
+$1.08M
3
+$1.08M
4
AYI icon
Acuity Brands
AYI
+$1.03M
5
STX icon
Seagate
STX
+$1.02M

Sector Composition

1 Technology 16.36%
2 Consumer Discretionary 10.63%
3 Healthcare 10.55%
4 Communication Services 8.58%
5 Financials 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.08M 0.16%
5,417
+300
127
$1.08M 0.16%
4,086
+240
128
$1.07M 0.16%
3,107
-1,233
129
$1.07M 0.16%
17,764
130
$1.06M 0.16%
9,145
+45
131
$1.06M 0.16%
5,431
+294
132
$1.05M 0.16%
38,494
-8,186
133
$1.04M 0.16%
17,913
+988
134
$1.04M 0.16%
17,524
+964
135
$1.04M 0.16%
18,280
+1,010
136
$1.02M 0.15%
9,951
137
$1.02M 0.15%
30,109
+358
138
$1.01M 0.15%
32,453
139
$1M 0.15%
15,199
+879
140
$999K 0.15%
19,532
141
$998K 0.15%
14,057
+833
142
$998K 0.15%
17,023
+957
143
$985K 0.15%
17,739
+177
144
$974K 0.15%
9,888
+6,318
145
$969K 0.15%
6,402
+361
146
$950K 0.14%
19,580
147
$938K 0.14%
5,792
+305
148
$931K 0.14%
11,797
+8,295
149
$930K 0.14%
10,669
+2,341
150
$919K 0.14%
9,413
+563
4 5
6
7 8