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
$966M
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
507
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$3.75M
3
+$3.7M
4
HIDE icon
Alpha Architect High Inflation and Deflation ETF
HIDE
+$3.42M
5
NTSX icon
WisdomTree US Efficient Core Fund
NTSX
+$2.12M

Top Sells

1
+$5.46M
2
+$2.05M
3
+$1.9M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.84M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.16M

Sector Composition

1 Technology 19.81%
2 Healthcare 13.66%
3 Financials 11.12%
4 Consumer Discretionary 8.39%
5 Industrials 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.26M 0.13%
12,080
+981
152
$1.25M 0.13%
16,204
+1,302
153
$1.23M 0.13%
15,040
+1,145
154
$1.23M 0.13%
36,639
+3,392
155
$1.22M 0.13%
16,385
+1,318
156
$1.22M 0.13%
6,514
+448
157
$1.22M 0.13%
104,639
+9,622
158
$1.22M 0.13%
8,952
+701
159
$1.2M 0.12%
2,788
+225
160
$1.2M 0.12%
8,041
+647
161
$1.2M 0.12%
31,528
+2,558
162
$1.19M 0.12%
4,258
+330
163
$1.18M 0.12%
16,358
+973
164
$1.17M 0.12%
3,448
+197
165
$1.16M 0.12%
7,226
+592
166
$1.16M 0.12%
13,248
+603
167
$1.14M 0.12%
4,429
+338
168
$1.14M 0.12%
19,406
+1,492
169
$1.13M 0.12%
18,116
+679
170
$1.12M 0.12%
5,400
+372
171
$1.12M 0.12%
25,832
+2,101
172
$1.11M 0.12%
4,019
+289
173
$1.11M 0.12%
12,144
-22,461
174
$1.11M 0.11%
6,404
+394
175
$1.1M 0.11%
15,634
+45
5 6
7
8 9