EF

Empirical Finance Portfolio holdings

AUM $2.1B
1-Year Est. Return 26.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.8%
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
+$7.57M
2
+$6.56M
3
+$6.5M
4
MOOD icon
Relative Sentiment Tactical Allocation ETF
MOOD
+$2.74M
5
AAPL icon
Apple
AAPL
+$2.53M

Top Sells

1
+$4.58M
2
+$2.55M
3
+$2.34M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.08M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.41M

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
326
$401K 0.05%
13,076
+96
327
$400K 0.05%
+19,055
328
$399K 0.05%
17,044
+964
329
$399K 0.05%
+5,675
330
$399K 0.05%
1,206
+66
331
$396K 0.05%
5,864
+318
332
$396K 0.05%
+6,423
333
$395K 0.05%
+9,216
334
$392K 0.05%
3,232
+189
335
$392K 0.05%
3,944
+24
336
$388K 0.05%
2,917
+156
337
$383K 0.05%
+7,125
338
$383K 0.05%
+8,272
339
$382K 0.05%
2,689
+145
340
$378K 0.05%
9,212
+517
341
$378K 0.05%
1,262
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342
$377K 0.05%
7,174
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343
$376K 0.05%
+22,282
344
$374K 0.05%
6,524
+351
345
$374K 0.05%
2,969
+18
346
$373K 0.05%
4,347
+230
347
$372K 0.05%
12,850
+687
348
$371K 0.05%
3,757
+23
349
$371K 0.05%
+5,096
350
$368K 0.05%
5,500
+295
12 13
14
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