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
1
$110M 6.77%
262,194
+9,042
2
$93.9M 5.76%
547,512
+17,697
3
$79.7M 4.89%
882,070
+29,650
4
$57.5M 3.53%
318,667
+11,133
5
$39.8M 2.44%
81,992
+2,646
6
$32.4M 1.99%
214,424
+7,034
7
$29M 1.78%
190,207
+5,857
8
$24.7M 1.51%
549,119
-54,648
9
$22.3M 1.37%
28,676
+964
10
$21.8M 1.34%
51,744
+2,308
11
$21.3M 1.31%
106,367
+3,490
12
$19.5M 1.2%
147,280
+5,280
13
$17.7M 1.09%
152,601
+4,789
14
$16.6M 1.02%
33,595
+1,120
15
$15.9M 0.98%
589,799
-142,090
16
$14.7M 0.91%
30,628
+995
17
$14.5M 0.89%
91,730
+2,883
18
$14.4M 0.88%
55,374
-650
19
$14.2M 0.87%
37,127
+1,195
20
$14M 0.86%
86,507
+2,857
21
$13.8M 0.84%
78,230
+3,395
22
$12.8M 0.78%
45,724
+1,914
23
$12.3M 0.76%
208,770
+1,434
24
$12.1M 0.74%
91,929
+3,067
25
$11.7M 0.72%
15,968
+541
1
2 3 4 5