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
$1.07B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
507
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$3.42M
3
+$3.09M
4
AAPL icon
Apple
AAPL
+$2.96M
5
MSFT icon
Microsoft
MSFT
+$2.78M

Top Sells

1
+$12.9M
2
+$1.65M
3
+$1.08M
4
QMOM icon
Alpha Architect US Quantitative Momentum ETF
QMOM
+$833K
5
GE icon
GE Aerospace
GE
+$659K

Sector Composition

1 Technology 23.1%
2 Healthcare 12.45%
3 Financials 10.1%
4 Consumer Discretionary 9.07%
5 Industrials 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.17M 0.11%
6,805
+291
177
$1.16M 0.11%
4,183
+164
178
$1.16M 0.11%
8,369
+328
179
$1.15M 0.11%
19,909
+795
180
$1.14M 0.11%
27,242
+1,410
181
$1.14M 0.11%
12,489
+422
182
$1.14M 0.11%
6,870
+285
183
$1.14M 0.11%
21,055
+1,133
184
$1.13M 0.11%
22,434
+798
185
$1.12M 0.11%
22,154
+931
186
$1.12M 0.1%
11,609
+346
187
$1.11M 0.1%
9,612
+440
188
$1.11M 0.1%
5,658
+258
189
$1.1M 0.1%
17,065
+707
190
$1.1M 0.1%
18,531
+415
191
$1.09M 0.1%
13,518
+321
192
$1.09M 0.1%
15,130
+583
193
$1.09M 0.1%
14,055
+692
194
$1.07M 0.1%
21,804
+1,115
195
$1.06M 0.1%
1,441
+58
196
$1.06M 0.1%
23,097
+1,073
197
$1.05M 0.1%
14,354
+725
198
$1.05M 0.1%
24,932
+1,368
199
$1.04M 0.1%
9,829
+467
200
$1.04M 0.1%
7,680
+243
6 7
8
9 10