We are live on ! Find out more
EF

Empirical Finance Portfolio holdings

AUM $2.13B
1-Year Est. Return 29.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$213M
AUM Growth
+$66.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
706
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$7.68M
3
+$4.77M
4
QVAL icon
Alpha Architect US Quantitative Value ETF
QVAL
+$4.13M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.52M

Top Sells

1
+$2.53M
2
+$1.64M
3
+$1.09M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$684K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$545K

Sector Composition

1 Consumer Discretionary 13.21%
2 Technology 6.09%
3 Healthcare 4.98%
4 Consumer Staples 4.11%
5 Industrials 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-104
152
– –
-30
153
– –
-125
154
– –
-17
155
– –
0
156
– –
-162
157
– –
-294
158
– –
-358
159
– –
-83
160
– –
-36
161
– –
-423
162
– –
0
163
– –
-34
164
– –
-287
165
– –
-162
166
– –
-60
167
– –
-83
168
– –
-540
169
– –
-50
170
– –
-462
171
– –
-92
172
– –
-241
173
– –
-253
174
– –
-65
175
– –
-23
5 6
7
8 9