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
$1.63B
AUM Growth
+$195M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
515
New
Increased
Reduced
Closed

Top Buys

1
+$3.8M
2
+$3.03M
3
+$2.68M
4
AMZN icon
Amazon
AMZN
+$2.01M
5
META icon
Meta Platforms (Facebook)
META
+$1.28M

Top Sells

1
+$3.83M
2
+$2.46M
3
+$1.16M
4
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$260K
5
PODD icon
Insulet
PODD
+$202K

Sector Composition

1 Technology 28.12%
2 Healthcare 11.85%
3 Financials 11%
4 Consumer Discretionary 9.87%
5 Communication Services 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.57M 0.16%
4,633
+155
127
$2.57M 0.16%
10,374
+353
128
$2.54M 0.16%
90,449
129
$2.52M 0.16%
5,275
+171
130
$2.48M 0.15%
12,532
+295
131
$2.48M 0.15%
42,946
+1,444
132
$2.47M 0.15%
8,512
+277
133
$2.44M 0.15%
51,802
+1,748
134
$2.43M 0.15%
33,468
+1,228
135
$2.39M 0.15%
14,801
+489
136
$2.39M 0.15%
9,462
+292
137
$2.38M 0.15%
21,014
+692
138
$2.33M 0.14%
1,891
+69
139
$2.33M 0.14%
8,238
+274
140
$2.32M 0.14%
18,755
+626
141
$2.31M 0.14%
13,875
+346
142
$2.3M 0.14%
14,732
143
$2.27M 0.14%
50,726
+1,949
144
$2.26M 0.14%
34,834
+838
145
$2.26M 0.14%
49,897
+1,426
146
$2.25M 0.14%
5,735
+191
147
$2.23M 0.14%
20,988
-2,441
148
$2.19M 0.13%
696
+20
149
$2.18M 0.13%
8,536
+275
150
$2.16M 0.13%
11,689
+381
4 5
6
7 8