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
$843M
AUM Growth
+$58.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
502
New
Increased
Reduced
Closed

Top Buys

1
+$8.5M
2
+$7.05M
3
+$4.05M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$3.17M
5
TSLA icon
Tesla
TSLA
+$2.74M

Top Sells

1
+$6.73M
2
+$4.48M
3
+$3.81M
4
IMOM icon
Alpha Architect International Quantitative Momentum ETF
IMOM
+$3.55M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$616K

Sector Composition

1 Technology 20.16%
2 Healthcare 12.79%
3 Financials 10.37%
4 Consumer Discretionary 9.41%
5 Industrials 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$922K 0.11%
2,563
+428
177
$916K 0.11%
4,091
+675
178
$913K 0.11%
12,645
+1,099
179
$899K 0.11%
7,394
+1,205
180
$896K 0.11%
11,099
+1,986
181
$894K 0.11%
7,175
+1,059
182
$892K 0.11%
6,010
+1,087
183
$889K 0.11%
23,731
+3,926
184
$872K 0.1%
6,040
+992
185
$872K 0.1%
7,772
+1,279
186
$869K 0.1%
9,024
+4,677
187
$869K 0.1%
12,286
+2,056
188
$865K 0.1%
15,385
+2,343
189
$863K 0.1%
21,361
190
$860K 0.1%
4,885
-1,534
191
$850K 0.1%
34,249
+15,384
192
$842K 0.1%
6,993
+3,761
193
$833K 0.1%
13,022
+2,186
194
$832K 0.1%
18,168
+88
195
$827K 0.1%
1,961
+327
196
$822K 0.1%
8,472
+1,392
197
$817K 0.1%
4,509
+763
198
$814K 0.1%
12,609
-5,540
199
$814K 0.1%
16,630
+7,663
200
$809K 0.1%
9,434
+1,501
6 7
8
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