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
$467M
AUM Growth
+$75.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$2.82M
3
+$2.51M
4
AMZN icon
Amazon
AMZN
+$2.42M
5
INTC icon
Intel
INTC
+$1.42M

Top Sells

1
+$6.66M
2
+$2.15M
3
+$1.73M
4
BBY icon
Best Buy
BBY
+$1.66M
5
IMOM icon
Alpha Architect International Quantitative Momentum ETF
IMOM
+$1.53M

Sector Composition

1 Technology 14.14%
2 Consumer Discretionary 12.05%
3 Healthcare 9.65%
4 Industrials 8.63%
5 Communication Services 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$29.2M 6.26%
1,017,981
-53,160
2
$25M 5.35%
1,003,754
+36,699
3
$22.1M 4.75%
527,645
-158,667
4
$21.4M 4.6%
876,455
-50,646
5
$18.6M 3.98%
777,106
+6,610
6
$16.7M 3.58%
144,157
+26,001
7
$11.6M 2.48%
55,062
+13,401
8
$11M 2.35%
69,780
+15,380
9
$10.7M 2.3%
123,847
-24,864
10
$5.31M 1.14%
19,123
+4,061
11
$5.29M 1.13%
20,216
+4,342
12
$5.24M 1.12%
42,988
-178
13
$5.2M 1.11%
30,553
-298
14
$4.2M 0.9%
23,703
+1,878
15
$3.92M 0.84%
51,838
+14,888
16
$3.68M 0.79%
50,220
+10,680
17
$3.67M 0.79%
49,880
+9,780
18
$3.63M 0.78%
78,442
-7,166
19
$3.5M 0.75%
16,451
+3,607
20
$3.47M 0.74%
220,247
-4,940
21
$3.32M 0.71%
22,282
+4,674
22
$3.2M 0.69%
18,324
+5,900
23
$3.09M 0.66%
11,515
+63
24
$2.95M 0.63%
57,056
+27,353
25
$2.91M 0.62%
85,368
-3,279
1
2 3 4 5