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
$843M
AUM Growth
+$58.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
502
New
Increased
Reduced
Closed

Top Buys

1
+$8.5M
2
+$7.05M
3
+$4.05M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$3.17M
5
TSLA icon
Tesla
TSLA
+$2.74M

Top Sells

1
+$6.73M
2
+$4.48M
3
+$3.81M
4
IMOM icon
Alpha Architect International Quantitative Momentum ETF
IMOM
+$3.55M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$616K

Sector Composition

1 Technology 20.16%
2 Healthcare 12.79%
3 Financials 10.37%
4 Consumer Discretionary 9.41%
5 Industrials 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.11M 0.13%
6,018
+870
152
$1.09M 0.13%
13,593
+2,253
153
$1.09M 0.13%
14,458
+2,473
154
$1.09M 0.13%
17,967
+2,700
155
$1.08M 0.13%
6,634
+1,110
156
$1.08M 0.13%
13,895
+2,349
157
$1.07M 0.13%
14,603
+2,411
158
$1.07M 0.13%
33,247
-3,134
159
$1.06M 0.13%
95,017
+15,643
160
$1.06M 0.13%
12,210
+2,060
161
$1.04M 0.12%
5,028
+769
162
$1.02M 0.12%
17,914
+2,938
163
$1.01M 0.12%
62,303
-17,644
164
$1.01M 0.12%
33,500
+5,750
165
$996K 0.12%
3,730
+578
166
$986K 0.12%
3,251
+473
167
$977K 0.12%
5,230
+885
168
$973K 0.12%
10,554
+1,517
169
$970K 0.12%
28,970
+4,762
170
$964K 0.11%
20,297
+3,049
171
$955K 0.11%
3,928
+633
172
$952K 0.11%
12,809
173
$929K 0.11%
8,251
+1,338
174
$929K 0.11%
6,630
+1,138
175
$929K 0.11%
6,066
+959
5 6
7
8 9