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
$966M
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
507
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$3.75M
3
+$3.7M
4
HIDE icon
Alpha Architect High Inflation and Deflation ETF
HIDE
+$3.42M
5
NTSX icon
WisdomTree US Efficient Core Fund
NTSX
+$2.12M

Top Sells

1
+$5.46M
2
+$2.05M
3
+$1.9M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.84M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.16M

Sector Composition

1 Technology 19.81%
2 Healthcare 13.66%
3 Financials 11.12%
4 Consumer Discretionary 8.39%
5 Industrials 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.09M 0.11%
9,362
+739
177
$1.07M 0.11%
7,209
+579
178
$1.07M 0.11%
9,459
+851
179
$1.07M 0.11%
5,705
+475
180
$1.07M 0.11%
15,711
+1,253
181
$1.05M 0.11%
11,263
+709
182
$1.04M 0.11%
7,666
+491
183
$1.04M 0.11%
9,172
+700
184
$1.03M 0.11%
5,106
+221
185
$1.03M 0.11%
7,233
+579
186
$1.02M 0.11%
+12,067
187
$1.02M 0.11%
13,363
+1,077
188
$1.02M 0.11%
7,437
+444
189
$1.02M 0.11%
36,600
+3,100
190
$1.01M 0.11%
10,381
+82
191
$1.01M 0.1%
10,174
+740
192
$1.01M 0.1%
19,922
+1,690
193
$1.01M 0.1%
48,587
+15,882
194
$1.01M 0.1%
+50,174
195
$1M 0.1%
4,899
+390
196
$1M 0.1%
14,274
+1,263
197
$998K 0.1%
14,547
+879
198
$997K 0.1%
2,143
+182
199
$993K 0.1%
14,158
+1,136
200
$991K 0.1%
+35,340
6 7
8
9 10