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
301
$442K 0.06%
15,319
+1,159
302
$441K 0.06%
6,663
+333
303
$440K 0.06%
16,208
+924
304
$438K 0.06%
3,918
+24
305
$437K 0.06%
+2,571
306
$434K 0.06%
7,368
+669
307
$434K 0.06%
1,126
+60
308
$431K 0.05%
1,091
+65
309
$429K 0.05%
9,418
+57
310
$429K 0.05%
3,033
+161
311
$427K 0.05%
11,812
+629
312
$423K 0.05%
1,750
+90
313
$422K 0.05%
9,122
-1,343
314
$421K 0.05%
10,979
+635
315
$421K 0.05%
15,514
+825
316
$420K 0.05%
5,043
+272
317
$418K 0.05%
+8,967
318
$416K 0.05%
+7,310
319
$412K 0.05%
+7,103
320
$411K 0.05%
+24,479
321
$409K 0.05%
899
+49
322
$409K 0.05%
4,237
+227
323
$405K 0.05%
1,339
+75
324
$404K 0.05%
2,565
+150
325
$402K 0.05%
+18,865
11 12
13
14 15