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
151
$2.15M 0.13%
14,444
+467
152
$2.15M 0.13%
3,827
+128
153
$2.14M 0.13%
27,439
+847
154
$2.14M 0.13%
6,034
+200
155
$2.14M 0.13%
12,468
+428
156
$2.13M 0.13%
24,055
+807
157
$2.11M 0.13%
58,484
158
$2.11M 0.13%
22,046
+732
159
$2.07M 0.13%
8,980
+311
160
$2.03M 0.12%
7,787
+261
161
$1.97M 0.12%
8,557
+279
162
$1.94M 0.12%
8,005
+270
163
$1.9M 0.12%
1,976
-12
164
$1.9M 0.12%
142,882
+4,786
165
$1.87M 0.11%
9,440
+245
166
$1.87M 0.11%
47,938
+1,619
167
$1.84M 0.11%
42,265
+2,150
168
$1.84M 0.11%
12,534
+409
169
$1.83M 0.11%
13,221
+462
170
$1.82M 0.11%
2,528
+81
171
$1.81M 0.11%
24,370
+739
172
$1.79M 0.11%
20,906
+636
173
$1.79M 0.11%
14,811
+260
174
$1.76M 0.11%
19,574
+661
175
$1.76M 0.11%
30,195
+1,009
5 6
7
8 9