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
$322M
AUM Growth
-$89.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$6.32M
3
+$2.47M
4
AAPL icon
Apple
AAPL
+$2.15M
5
AMZN icon
Amazon
AMZN
+$1.59M

Top Sells

1
+$9.3M
2
+$9.18M
3
+$8.58M
4
IVAL icon
Alpha Architect International Quantitative Value ETF
IVAL
+$8M
5
QVAL icon
Alpha Architect US Quantitative Value ETF
QVAL
+$5.88M

Sector Composition

1 Consumer Discretionary 11.03%
2 Healthcare 9.44%
3 Technology 9.37%
4 Industrials 7.16%
5 Communication Services 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$261K 0.08%
6,200
-23,817
177
$260K 0.08%
6,736
-230
178
$256K 0.08%
+2,001
179
$254K 0.08%
+1,272
180
$254K 0.08%
2,939
+1,045
181
$253K 0.08%
7,432
+2,516
182
$251K 0.08%
1,818
+643
183
$251K 0.08%
2,624
+907
184
$249K 0.08%
+1,384
185
$246K 0.08%
+1,703
186
$245K 0.08%
1,722
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187
$244K 0.08%
7,903
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188
$236K 0.07%
+2,912
189
$234K 0.07%
3,308
190
$231K 0.07%
+870
191
$230K 0.07%
+1,473
192
$229K 0.07%
6,809
+2,387
193
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194
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+3,621
195
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196
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+1,557
197
$225K 0.07%
+1,487
198
$214K 0.07%
1,634
+576
199
$212K 0.07%
+2,288
200
$210K 0.07%
8,770
-53,090
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