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
$569M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$7.74M
2
+$3.72M
3
+$3.5M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$3.14M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.02M

Top Sells

1
+$10.7M
2
+$5.53M
3
+$2.51M
4
IMOM icon
Alpha Architect International Quantitative Momentum ETF
IMOM
+$2.49M
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$2.41M

Sector Composition

1 Technology 15.44%
2 Consumer Discretionary 12.01%
3 Healthcare 10.13%
4 Industrials 9.37%
5 Financials 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$637K 0.11%
2,454
+432
177
$636K 0.11%
2,084
+389
178
$631K 0.11%
7,747
-7,747
179
$628K 0.11%
2,644
+450
180
$626K 0.11%
2,649
+466
181
$625K 0.11%
8,305
+1,500
182
$625K 0.11%
5,490
+992
183
$624K 0.11%
2,547
+447
184
$608K 0.11%
2,227
+397
185
$607K 0.11%
5,185
+910
186
$605K 0.11%
2,274
+401
187
$604K 0.11%
2,963
+512
188
$601K 0.11%
6,078
+1,040
189
$601K 0.11%
4,460
+1,038
190
$579K 0.1%
+17,652
191
$575K 0.1%
6,308
+1,112
192
$552K 0.1%
3,737
+659
193
$550K 0.1%
2,540
+444
194
$548K 0.1%
1,522
+265
195
$540K 0.1%
2,567
+442
196
$536K 0.09%
7,536
+1,319
197
$521K 0.09%
14,495
+2,564
198
$494K 0.09%
1,622
+274
199
$493K 0.09%
6,132
+1,065
200
$479K 0.08%
1,650
+289
6 7
8
9 10