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
$569M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$7.74M
2
+$3.72M
3
+$3.5M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$3.14M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.02M

Top Sells

1
+$10.7M
2
+$5.53M
3
+$2.51M
4
IMOM icon
Alpha Architect International Quantitative Momentum ETF
IMOM
+$2.49M
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$2.41M

Sector Composition

1 Technology 15.44%
2 Consumer Discretionary 12.01%
3 Healthcare 10.13%
4 Industrials 9.37%
5 Financials 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$32.6M 5.74%
945,765
-72,216
2
$26.3M 4.62%
958,899
-44,855
3
$25.7M 4.52%
490,478
-37,167
4
$23.8M 4.19%
850,866
-25,589
5
$22.6M 3.98%
170,560
+26,403
6
$15.2M 2.68%
68,507
+13,445
7
$14.8M 2.59%
565,276
-211,830
8
$13.8M 2.43%
85,020
+15,240
9
$13.7M 2.41%
70,336
+39,783
10
$7.95M 1.4%
44,575
+20,872
11
$6.68M 1.17%
24,445
+4,229
12
$5.38M 0.95%
17,160
-1,963
13
$5.34M 0.94%
60,960
+10,740
14
$5.28M 0.93%
60,300
+10,420
15
$5.14M 0.9%
108,838
+64,043
16
$5.06M 0.89%
100,913
+56,207
17
$4.65M 0.82%
20,046
+3,595
18
$4.28M 0.75%
18,450
+126
19
$4.25M 0.75%
26,992
+4,710
20
$4.09M 0.72%
34,062
-8,926
21
$4.02M 0.71%
31,629
+5,320
22
$3.84M 0.68%
11,964
+449
23
$3.61M 0.64%
52,421
+583
24
$3.52M 0.62%
25,300
+4,426
25
$3.41M 0.6%
9,729
+1,697
1
2 3 4 5