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
$1.43B
AUM Growth
+$72.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
534
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$696K
3
+$684K
4
MSFT icon
Microsoft
MSFT
+$664K
5
MTH icon
Meritage Homes
MTH
+$664K

Top Sells

1
+$26.9M
2
+$10.5M
3
+$9.89M
4
IVAL icon
Alpha Architect International Quantitative Value ETF
IVAL
+$9.14M
5
QVAL icon
Alpha Architect US Quantitative Value ETF
QVAL
+$8.92M

Sector Composition

1 Technology 27.37%
2 Healthcare 12.03%
3 Financials 10.77%
4 Consumer Discretionary 10.06%
5 Communication Services 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.34M 0.09%
5,165
+21
202
$1.33M 0.09%
11,181
+83
203
$1.32M 0.09%
8,019
+61
204
$1.32M 0.09%
11,308
+68
205
$1.32M 0.09%
29,055
+233
206
$1.3M 0.09%
22,246
+155
207
$1.3M 0.09%
14,534
+106
208
$1.3M 0.09%
1,568
+13
209
$1.29M 0.09%
39,954
+308
210
$1.29M 0.09%
17,649
+123
211
$1.28M 0.09%
9,324
-38
212
$1.27M 0.09%
12,489
213
$1.27M 0.09%
2,815
+10
214
$1.27M 0.09%
5,311
+7
215
$1.27M 0.09%
20,309
+10,073
216
$1.25M 0.09%
179
-92
217
$1.24M 0.09%
4,008
+24
218
$1.24M 0.09%
34,414
+264
219
$1.23M 0.09%
20,519
+114
220
$1.23M 0.09%
8,241
+46
221
$1.23M 0.09%
6,080
+42
222
$1.23M 0.09%
31,789
+11,800
223
$1.22M 0.08%
9,579
+13
224
$1.22M 0.08%
68,917
+480
225
$1.21M 0.08%
25,175
+144
7 8
9
10 11