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
$1.73B
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$813K
3
+$752K
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$709K
5
ARKK icon
ARK Innovation ETF
ARKK
+$684K

Top Sells

1
+$1.86M
2
+$1.39M
3
+$1.39M
4
UAL icon
United Airlines
UAL
+$1.09M
5
NTSX icon
WisdomTree US Efficient Core Fund
NTSX
+$848K

Sector Composition

1 Technology 30.99%
2 Financials 11.21%
3 Consumer Discretionary 10.93%
4 Communication Services 10.1%
5 Healthcare 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.72M 0.1%
15,125
-4,111
177
$1.7M 0.1%
9,347
+269
178
$1.67M 0.1%
4,784
-54
179
$1.66M 0.1%
2,354
-22
180
$1.64M 0.09%
28,495
-326
181
$1.62M 0.09%
1,534
-9
182
$1.62M 0.09%
17,528
-216
183
$1.61M 0.09%
2,691
-28
184
$1.6M 0.09%
18,578
+5,231
185
$1.6M 0.09%
19,788
-275
186
$1.58M 0.09%
26,034
+7,229
187
$1.54M 0.09%
4,880
-46
188
$1.54M 0.09%
8,883
-136
189
$1.54M 0.09%
10,953
-129
190
$1.53M 0.09%
20,734
-273
191
$1.53M 0.09%
28,429
-358
192
$1.51M 0.09%
11,542
-148
193
$1.49M 0.09%
12,549
-175
194
$1.48M 0.09%
10,557
-4,523
195
$1.47M 0.08%
10,198
+4,557
196
$1.47M 0.08%
12,489
197
$1.47M 0.08%
8,176
+2,472
198
$1.45M 0.08%
26,843
-64
199
$1.45M 0.08%
13,440
+5,559
200
$1.44M 0.08%
17,060
-222
6 7
8
9 10