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
$391M
AUM Growth
+$69.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.83M
3
+$1.57M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.53M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.44M

Top Sells

1
+$9.63M
2
+$4.76M
3
+$4.59M
4
QMOM icon
Alpha Architect US Quantitative Momentum ETF
QMOM
+$3.78M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.23M

Sector Composition

1 Consumer Discretionary 13.31%
2 Technology 11.03%
3 Healthcare 9.38%
4 Industrials 7.41%
5 Communication Services 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$298K 0.08%
1,084
+134
202
$297K 0.08%
+4,809
203
$288K 0.07%
3,341
+429
204
$287K 0.07%
+5,466
205
$286K 0.07%
3,129
-52,037
206
$281K 0.07%
4,070
+449
207
$277K 0.07%
1,470
+178
208
$276K 0.07%
2,608
+320
209
$274K 0.07%
6,985
+249
210
$264K 0.07%
1,558
+174
211
$264K 0.07%
+680
212
$263K 0.07%
+4,958
213
$261K 0.07%
7,735
+926
214
$261K 0.07%
3,308
215
$260K 0.07%
3,261
+417
216
$259K 0.07%
+1,958
217
$254K 0.07%
+627
218
$253K 0.06%
+4,073
219
$248K 0.06%
+1,658
220
$245K 0.06%
+3,966
221
$231K 0.06%
8,935
+1,119
222
$228K 0.06%
+5,897
223
$225K 0.06%
+1,602
224
$221K 0.06%
+7,845
225
$220K 0.06%
5,183
+620
6 7 8
9
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