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
351
$368K 0.05%
19,621
+1,037
352
$361K 0.05%
+2,526
353
$361K 0.05%
3,034
+160
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
16 17