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
$785M
AUM Growth
-$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
509
New
Increased
Reduced
Closed

Top Buys

1
+$6.52M
2
+$6.5M
3
+$5.94M
4
MOOD icon
Relative Sentiment Tactical Allocation ETF
MOOD
+$2.66M
5
AAPL icon
Apple
AAPL
+$2.28M

Top Sells

1
+$4.14M
2
+$2.55M
3
+$2.13M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.91M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.36M

Sector Composition

1 Technology 19.33%
2 Healthcare 12.41%
3 Financials 9.57%
4 Consumer Discretionary 8.57%
5 Communication Services 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$656K 0.08%
2,815
+179
227
$651K 0.08%
10,292
+553
228
$646K 0.08%
11,620
+563
229
$646K 0.08%
2,625
+141
230
$646K 0.08%
6,423
+342
231
$643K 0.08%
3,152
+157
232
$638K 0.08%
2,965
+156
233
$635K 0.08%
16,026
+10,631
234
$627K 0.08%
10,787
+624
235
$616K 0.08%
6,760
-32
236
$613K 0.08%
8,128
-1,473
237
$607K 0.08%
39,500
+16,236
238
$603K 0.08%
1,719
+84
239
$603K 0.08%
2,877
+157
240
$600K 0.08%
16,835
+869
241
$599K 0.08%
10,872
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242
$597K 0.08%
16,737
+7,479
243
$592K 0.08%
8,382
+464
244
$591K 0.08%
+44,016
245
$589K 0.08%
9,033
+257
246
$587K 0.07%
+19,218
247
$586K 0.07%
6,934
+375
248
$586K 0.07%
5,528
+301
249
$584K 0.07%
6,176
+311
250
$582K 0.07%
23,334
+1,266
8 9
10
11 12