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
$1.07B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
507
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$3.42M
3
+$3.09M
4
AAPL icon
Apple
AAPL
+$2.96M
5
MSFT icon
Microsoft
MSFT
+$2.78M

Top Sells

1
+$12.9M
2
+$1.65M
3
+$1.08M
4
QMOM icon
Alpha Architect US Quantitative Momentum ETF
QMOM
+$833K
5
GE icon
GE Aerospace
GE
+$659K

Sector Composition

1 Technology 23.1%
2 Healthcare 12.45%
3 Financials 10.1%
4 Consumer Discretionary 9.07%
5 Industrials 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.77M 0.17%
23,542
+1,273
127
$1.75M 0.16%
10,708
+535
128
$1.74M 0.16%
6,583
+231
129
$1.73M 0.16%
3,572
+181
130
$1.66M 0.16%
18,918
+880
131
$1.65M 0.15%
4,128
+156
132
$1.59M 0.15%
7,560
+334
133
$1.58M 0.15%
27,975
+1,110
134
$1.58M 0.15%
6,398
+325
135
$1.57M 0.15%
7,682
+356
136
$1.53M 0.14%
6,680
+276
137
$1.51M 0.14%
6,722
+277
138
$1.5M 0.14%
4,223
+184
139
$1.48M 0.14%
11,621
+454
140
$1.46M 0.14%
6,399
+309
141
$1.45M 0.14%
13,188
+219
142
$1.45M 0.14%
16,600
+800
143
$1.44M 0.13%
6,791
+300
144
$1.44M 0.13%
16,794
+910
145
$1.42M 0.13%
17,216
+831
146
$1.41M 0.13%
574
+23
147
$1.4M 0.13%
38,245
+1,606
148
$1.39M 0.13%
6,586
+324
149
$1.38M 0.13%
15,517
-117
150
$1.38M 0.13%
109,637
+4,998
4 5
6
7 8