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
$663M
AUM Growth
+$50M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
439
New
Increased
Reduced
Closed

Top Buys

1
+$7.95M
2
+$6.66M
3
+$5.52M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.37M
5
QVAL icon
Alpha Architect US Quantitative Value ETF
QVAL
+$4.76M

Top Sells

1
+$1.25M
2
+$1.08M
3
+$1.08M
4
AYI icon
Acuity Brands
AYI
+$1.03M
5
STX icon
Seagate
STX
+$1.02M

Sector Composition

1 Technology 16.36%
2 Consumer Discretionary 10.63%
3 Healthcare 10.55%
4 Communication Services 8.58%
5 Financials 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$656K 0.1%
3,143
+178
202
$653K 0.1%
1,951
+111
203
$627K 0.09%
17,250
+1,050
204
$624K 0.09%
14,390
-13,194
205
$621K 0.09%
+5,101
206
$621K 0.09%
6,897
-2,947
207
$621K 0.09%
+9,347
208
$621K 0.09%
+6,810
209
$615K 0.09%
1,011
+68
210
$615K 0.09%
+5,139
211
$614K 0.09%
17,933
212
$612K 0.09%
9,922
+514
213
$611K 0.09%
3,876
+214
214
$609K 0.09%
4,273
-1,325
215
$607K 0.09%
+6,472
216
$605K 0.09%
+3,868
217
$604K 0.09%
+30,503
218
$604K 0.09%
+11,290
219
$603K 0.09%
8,657
+447
220
$603K 0.09%
2,739
+145
221
$603K 0.09%
+7,049
222
$601K 0.09%
+12,273
223
$600K 0.09%
+4,896
224
$600K 0.09%
902
+49
225
$597K 0.09%
10,885
+602
7 8
9
10 11