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
$569M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$7.74M
2
+$3.72M
3
+$3.5M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$3.14M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.02M

Top Sells

1
+$10.7M
2
+$5.53M
3
+$2.51M
4
IMOM icon
Alpha Architect International Quantitative Momentum ETF
IMOM
+$2.49M
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$2.41M

Sector Composition

1 Technology 15.44%
2 Consumer Discretionary 12.01%
3 Healthcare 10.13%
4 Industrials 9.37%
5 Financials 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$852K 0.15%
14,576
+2,522
152
$843K 0.15%
9,770
+1,576
153
$839K 0.15%
12,292
+2,132
154
$828K 0.15%
1,505
+341
155
$820K 0.14%
6,783
+1,144
156
$815K 0.14%
2,478
+429
157
$811K 0.14%
3,308
+592
158
$806K 0.14%
4,873
+847
159
$799K 0.14%
5,648
+1,108
160
$772K 0.14%
4,381
+764
161
$765K 0.13%
+7,747
162
$756K 0.13%
3,633
+646
163
$743K 0.13%
8,685
+1,520
164
$728K 0.13%
2,983
+533
165
$724K 0.13%
7,799
+1,371
166
$721K 0.13%
23,832
+3,951
167
$705K 0.12%
14,920
+2,480
168
$677K 0.12%
12,770
+2,978
169
$676K 0.12%
7,388
+1,316
170
$663K 0.12%
14,230
+2,385
171
$658K 0.12%
13,730
+2,391
172
$656K 0.12%
3,601
+642
173
$655K 0.12%
4,399
+746
174
$654K 0.12%
3,035
+538
175
$652K 0.11%
10,613
+1,885
5 6
7
8 9