We are live on ! Find out more
EF

Empirical Finance Portfolio holdings

AUM $2.13B
1-Year Est. Return 29.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$213M
AUM Growth
+$66.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
706
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$7.68M
3
+$4.77M
4
QVAL icon
Alpha Architect US Quantitative Value ETF
QVAL
+$4.13M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.52M

Top Sells

1
+$2.53M
2
+$1.64M
3
+$1.09M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$684K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$545K

Sector Composition

1 Consumer Discretionary 13.21%
2 Technology 6.09%
3 Healthcare 4.98%
4 Consumer Staples 4.11%
5 Industrials 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-30,000
202
– –
-46
203
– –
-249
204
– –
-372
205
– –
-1,611
206
– –
-3,070
207
– –
-150
208
– –
-26
209
– –
-391
210
– –
-229
211
– –
-363
212
– –
-262
213
– –
-216
214
– –
-110
215
– –
-78
216
– –
-190
217
– –
-84
218
– –
-158
219
– –
-69
220
– –
-496
221
– –
-167
222
– –
-258
223
– –
-3,599
224
– –
-81
225
– –
-70
7 8
9
10 11