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
$966M
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
507
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$3.75M
3
+$3.7M
4
HIDE icon
Alpha Architect High Inflation and Deflation ETF
HIDE
+$3.42M
5
NTSX icon
WisdomTree US Efficient Core Fund
NTSX
+$2.12M

Top Sells

1
+$5.46M
2
+$2.05M
3
+$1.9M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.84M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.16M

Sector Composition

1 Technology 19.81%
2 Healthcare 13.66%
3 Financials 11.12%
4 Consumer Discretionary 8.39%
5 Industrials 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$990K 0.1%
3,403
+269
202
$987K 0.1%
13,197
+588
203
$987K 0.1%
21,586
+225
204
$983K 0.1%
36,299
+1,184
205
$977K 0.1%
20,689
+1,664
206
$974K 0.1%
8,431
+659
207
$960K 0.1%
16,766
+136
208
$959K 0.1%
6,585
+545
209
$955K 0.1%
5,314
+633
210
$943K 0.1%
20,202
+646
211
$940K 0.1%
18,183
+15
212
$938K 0.1%
51,866
+4,402
213
$937K 0.1%
3,010
+203
214
$936K 0.1%
20,562
+1,522
215
$928K 0.1%
23,590
+1,905
216
$925K 0.1%
3,818
+280
217
$917K 0.09%
17,319
+138
218
$914K 0.09%
2,240
+186
219
$912K 0.09%
34,531
+282
220
$910K 0.09%
11,882
-927
221
$908K 0.09%
22,024
+1,800
222
$904K 0.09%
7,402
+470
223
$899K 0.09%
13,629
+1,059
224
$893K 0.09%
618
+47
225
$892K 0.09%
3,852
+309
7 8
9
10 11