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
351
$368K 0.05%
19,621
+1,037
352
$361K 0.05%
3,034
+160
353
$361K 0.05%
+2,526
354
$361K 0.05%
+12,954
355
$360K 0.05%
+1,251
356
$360K 0.05%
16,000
+797
357
$359K 0.05%
+13,110
358
$358K 0.05%
2,538
+133
359
$358K 0.05%
7,047
+375
360
$358K 0.05%
1,472
+79
361
$357K 0.05%
+5,065
362
$356K 0.05%
2,842
+167
363
$355K 0.05%
+5,960
364
$355K 0.05%
2,924
+151
365
$353K 0.05%
26,659
+1,396
366
$346K 0.04%
1,461
+79
367
$342K 0.04%
5,122
+260
368
$340K 0.04%
1,379
369
$340K 0.04%
1,616
+88
370
$339K 0.04%
3,045
371
$339K 0.04%
3,234
+153
372
$338K 0.04%
7,153
+455
373
$336K 0.04%
19,529
+1,012
374
$335K 0.04%
9,793
-12,397
375
$335K 0.04%
2,357
+158
13 14
15
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