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
$1.63B
AUM Growth
+$195M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
515
New
Increased
Reduced
Closed

Top Buys

1
+$3.8M
2
+$3.03M
3
+$2.68M
4
AMZN icon
Amazon
AMZN
+$2.01M
5
META icon
Meta Platforms (Facebook)
META
+$1.28M

Top Sells

1
+$3.83M
2
+$2.46M
3
+$1.16M
4
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$260K
5
PODD icon
Insulet
PODD
+$202K

Sector Composition

1 Technology 28.12%
2 Healthcare 11.85%
3 Financials 11%
4 Consumer Discretionary 9.87%
5 Communication Services 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.5M 0.09%
21,481
+685
202
$1.5M 0.09%
26,034
+859
203
$1.5M 0.09%
29,903
+848
204
$1.49M 0.09%
25,794
+855
205
$1.49M 0.09%
15,029
+495
206
$1.48M 0.09%
18,264
+615
207
$1.47M 0.09%
29,858
+1,015
208
$1.47M 0.09%
181
+2
209
$1.45M 0.09%
20,396
+87
210
$1.43M 0.09%
7,468
+249
211
$1.42M 0.09%
11,577
+396
212
$1.39M 0.09%
18,138
+505
213
$1.39M 0.09%
24,264
+793
214
$1.39M 0.09%
2,908
+93
215
$1.39M 0.09%
2,257
+75
216
$1.38M 0.08%
6,292
+212
217
$1.38M 0.08%
12,489
218
$1.37M 0.08%
5,654
+203
219
$1.37M 0.08%
18,697
+611
220
$1.35M 0.08%
21,668
+91
221
$1.34M 0.08%
35,624
+1,210
222
$1.33M 0.08%
5,107
+175
223
$1.32M 0.08%
9,896
+317
224
$1.31M 0.08%
4,807
+162
225
$1.31M 0.08%
71,248
+2,331
7 8
9
10 11