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
276
$496K 0.06%
3,917
+210
277
$494K 0.06%
3,034
-3,253
278
$493K 0.06%
15,658
+807
279
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3,517
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280
$482K 0.06%
7,622
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281
$481K 0.06%
2,302
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282
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3,322
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283
$476K 0.06%
4,728
-3,290
284
$475K 0.06%
14,142
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285
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286
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287
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3,299
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288
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7,138
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289
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5,127
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290
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4,991
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291
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292
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5,293
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293
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11,800
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294
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295
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296
$450K 0.06%
2,463
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297
$447K 0.06%
2,806
+310
298
$447K 0.06%
7,258
+381
299
$445K 0.06%
3,472
+188
300
$443K 0.06%
4,217
+228
10 11
12
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