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
$1.63B
AUM Growth
+$195M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
515
New
Increased
Reduced
Closed

Top Buys

1
+$3.8M
2
+$3.03M
3
+$2.68M
4
AMZN icon
Amazon
AMZN
+$2.01M
5
META icon
Meta Platforms (Facebook)
META
+$1.28M

Top Sells

1
+$3.83M
2
+$2.46M
3
+$1.16M
4
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$260K
5
PODD icon
Insulet
PODD
+$202K

Sector Composition

1 Technology 28.12%
2 Healthcare 11.85%
3 Financials 11%
4 Consumer Discretionary 9.87%
5 Communication Services 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.75M 0.11%
13,497
+61
177
$1.73M 0.11%
29,795
+1,054
178
$1.72M 0.11%
9,928
+321
179
$1.71M 0.1%
3,896
+113
180
$1.68M 0.1%
6,660
+221
181
$1.68M 0.1%
60,368
+1,043
182
$1.65M 0.1%
1,620
+52
183
$1.63M 0.1%
3,021
+100
184
$1.61M 0.1%
27,202
+895
185
$1.61M 0.1%
22,448
+764
186
$1.61M 0.1%
2,870
+93
187
$1.59M 0.1%
41,334
+1,380
188
$1.59M 0.1%
18,420
+641
189
$1.59M 0.1%
13,504
+437
190
$1.58M 0.1%
12,228
+409
191
$1.58M 0.1%
10,865
+359
192
$1.58M 0.1%
21,239
+720
193
$1.58M 0.1%
4,543
+148
194
$1.57M 0.1%
23,016
+770
195
$1.57M 0.1%
19,957
+642
196
$1.56M 0.1%
27,067
+933
197
$1.52M 0.09%
8,300
+281
198
$1.52M 0.09%
5,152
+170
199
$1.51M 0.09%
9,909
+334
200
$1.51M 0.09%
7,067
+232
6 7
8
9 10