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
$966M
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
507
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$3.75M
3
+$3.7M
4
HIDE icon
Alpha Architect High Inflation and Deflation ETF
HIDE
+$3.42M
5
NTSX icon
WisdomTree US Efficient Core Fund
NTSX
+$2.12M

Top Sells

1
+$5.46M
2
+$2.05M
3
+$1.9M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.84M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.16M

Sector Composition

1 Technology 19.81%
2 Healthcare 13.66%
3 Financials 11.12%
4 Consumer Discretionary 8.39%
5 Industrials 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.6M 0.17%
6,491
+445
127
$1.6M 0.17%
10,173
+755
128
$1.59M 0.16%
9,467
+771
129
$1.59M 0.16%
15,720
+1,602
130
$1.58M 0.16%
36,204
+2,992
131
$1.57M 0.16%
37,410
+2,850
132
$1.54M 0.16%
6,262
+452
133
$1.53M 0.16%
6,445
+504
134
$1.53M 0.16%
35,450
+2,874
135
$1.52M 0.16%
6,352
+334
136
$1.52M 0.16%
15,800
+1,197
137
$1.52M 0.16%
4,039
+252
138
$1.51M 0.16%
26,865
+1,635
139
$1.51M 0.16%
6,090
+430
140
$1.51M 0.16%
6,073
+502
141
$1.5M 0.16%
3,972
+263
142
$1.38M 0.14%
19,114
+1,147
143
$1.37M 0.14%
21,636
+1,339
144
$1.37M 0.14%
14,736
+1,143
145
$1.36M 0.14%
551
+28
146
$1.35M 0.14%
12,969
+383
147
$1.33M 0.14%
15,884
+1,206
148
$1.32M 0.14%
21,539
+1,801
149
$1.31M 0.14%
21,223
+1,662
150
$1.26M 0.13%
13,284
+1,074
4 5
6
7 8