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
$1.73B
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$813K
3
+$752K
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$709K
5
ARKK icon
ARK Innovation ETF
ARKK
+$684K

Top Sells

1
+$1.86M
2
+$1.39M
3
+$1.39M
4
UAL icon
United Airlines
UAL
+$1.09M
5
NTSX icon
WisdomTree US Efficient Core Fund
NTSX
+$848K

Sector Composition

1 Technology 30.99%
2 Financials 11.21%
3 Consumer Discretionary 10.93%
4 Communication Services 10.1%
5 Healthcare 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.05M 0.12%
7,778
-73
152
$2.04M 0.12%
637
-1
153
$2.02M 0.12%
21,383
-274
154
$2.01M 0.12%
33,207
+11,097
155
$2.01M 0.12%
8,565
-104
156
$2M 0.12%
5,906
+1,856
157
$1.97M 0.11%
25,666
-374
158
$1.97M 0.11%
16,063
-3,480
159
$1.97M 0.11%
32,177
+9,196
160
$1.96M 0.11%
18,933
-331
161
$1.96M 0.11%
45,104
-587
162
$1.94M 0.11%
28,476
-353
163
$1.92M 0.11%
7,963
-104
164
$1.9M 0.11%
51,610
-6,874
165
$1.9M 0.11%
3,573
-50
166
$1.88M 0.11%
3,620
-34
167
$1.88M 0.11%
24,408
+6,808
168
$1.87M 0.11%
21,268
-251
169
$1.86M 0.11%
7,923
-99
170
$1.85M 0.11%
44,982
+13,933
171
$1.82M 0.11%
66,565
-863
172
$1.8M 0.1%
22,029
-376
173
$1.8M 0.1%
24,762
-415
174
$1.77M 0.1%
11,718
-157
175
$1.77M 0.1%
9,174
-126
5 6
7
8 9