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
$569M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1 +$7.74M
2 +$3.72M
3 +$3.5M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$3.14M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.02M

Sector Composition

1 Technology 15.44%
2 Consumer Discretionary 12.01%
3 Healthcare 10.13%
4 Industrials 9.37%
5 Financials 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$470K 0.08%
3,485
+608
202
$470K 0.08%
3,982
+693
203
$463K 0.08%
4,687
+807
204
$453K 0.08%
7,559
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205
$453K 0.08%
3,687
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206
$452K 0.08%
1,048
+186
207
$449K 0.08%
3,275
208
$438K 0.08%
10,942
+1,911
209
$438K 0.08%
2,318
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210
$436K 0.08%
873
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211
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2,975
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212
$421K 0.07%
7,593
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213
$416K 0.07%
4,994
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214
$412K 0.07%
13,692
+2,426
215
$412K 0.07%
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216
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218
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219
$394K 0.07%
12,044
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220
$389K 0.07%
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221
$389K 0.07%
8,285
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222
$386K 0.07%
7,134
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223
$379K 0.07%
13,650
+2,550
224
$378K 0.07%
14,533
+2,608
225
$378K 0.07%
5,089
+918