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
$1.07B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
507
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$3.42M
3
+$3.09M
4
AAPL icon
Apple
AAPL
+$2.96M
5
MSFT icon
Microsoft
MSFT
+$2.78M

Top Sells

1
+$12.9M
2
+$1.65M
3
+$1.08M
4
QMOM icon
Alpha Architect US Quantitative Momentum ETF
QMOM
+$833K
5
GE icon
GE Aerospace
GE
+$659K

Sector Composition

1 Technology 23.1%
2 Healthcare 12.45%
3 Financials 10.1%
4 Consumer Discretionary 9.07%
5 Industrials 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.03M 0.1%
4,064
+212
202
$1.03M 0.1%
5,226
+120
203
$1.02M 0.1%
48,627
+40
204
$1.02M 0.1%
50,174
205
$1.02M 0.1%
8,881
+450
206
$1.02M 0.1%
5,111
+212
207
$1.01M 0.09%
14,947
+789
208
$1.01M 0.09%
7,607
+374
209
$1.01M 0.09%
35,340
210
$999K 0.09%
17,139
+375
211
$998K 0.09%
15,789
+749
212
$994K 0.09%
4,393
+269
213
$986K 0.09%
177
+4
214
$979K 0.09%
640
+22
215
$974K 0.09%
11,541
+583
216
$973K 0.09%
21,416
+854
217
$962K 0.09%
3,138
+128
218
$962K 0.09%
19,476
+804
219
$961K 0.09%
17,319
220
$957K 0.09%
54,656
+2,790
221
$954K 0.09%
3,994
+176
222
$946K 0.09%
3,224
+141
223
$932K 0.09%
10,885
-997
224
$930K 0.09%
7,724
+322
225
$927K 0.09%
6,378
+302
7 8
9
10 11