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
251
$577K 0.07%
10,506
+568
252
$575K 0.07%
2,969
+156
253
$573K 0.07%
1,068
+58
254
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3,283
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255
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256
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2,369
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257
$562K 0.07%
4,293
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258
$560K 0.07%
3,122
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259
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14,739
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260
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261
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262
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263
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264
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3,692
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265
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266
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7,021
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270
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2,362
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271
$518K 0.07%
13,571
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272
$514K 0.07%
4,676
+251
273
$509K 0.06%
7,241
+369
274
$504K 0.06%
17,146
+374
275
$498K 0.06%
6,762
+366
9 10
11
12 13