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
$393M
AUM Growth
+$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$4.53M
2
+$4.04M
3
+$3.37M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.95M
5
IMOM icon
Alpha Architect International Quantitative Momentum ETF
IMOM
+$1.4M

Top Sells

1
+$3.94M
2
+$3.9M
3
+$2.55M
4
HLF icon
Herbalife
HLF
+$2.05M
5
AEO icon
American Eagle Outfitters
AEO
+$1.62M

Sector Composition

1 Consumer Discretionary 10.74%
2 Technology 6.62%
3 Industrials 3.6%
4 Healthcare 2.82%
5 Communication Services 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$42.8M 10.89%
1,451,563
+153,488
2
$41.8M 10.64%
1,457,428
+38,635
3
$39.7M 10.11%
1,539,577
+54,218
4
$38.7M 9.83%
1,376,927
+30,655
5
$30.5M 7.75%
1,229,878
+42,846
6
$7.89M 2.01%
54,526
+1,080
7
$7.07M 1.8%
66,293
+27,695
8
$5.67M 1.44%
19,913
+11,835
9
$4.46M 1.13%
48,695
-42,538
10
$4.32M 1.1%
24,066
-2
11
$4.17M 1.06%
47,935
-2,863
12
$4.04M 1.03%
+150,266
13
$3.23M 0.82%
64,392
+1,398
14
$2.94M 0.75%
48,438
-56
15
$2.82M 0.72%
23,638
+47
16
$2.82M 0.72%
27,519
+9,781
17
$2.77M 0.71%
17,578
+571
18
$2.59M 0.66%
36,434
-574
19
$2.54M 0.65%
90,930
+36,539
20
$2.53M 0.64%
52,832
+2,697
21
$2.51M 0.64%
135,871
+53,518
22
$2.46M 0.63%
37,842
+1,550
23
$2.44M 0.62%
66,363
-6,265
24
$2.42M 0.61%
86,053
+33,618
25
$2.4M 0.61%
28,984
+12,099
1
2 3 4 5