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
376
$334K 0.04%
3,174
+171
377
$333K 0.04%
7,972
+418
378
$331K 0.04%
12,822
+861
379
$328K 0.04%
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380
$323K 0.04%
1,165
381
$322K 0.04%
2,256
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382
$319K 0.04%
4,882
+30
383
$319K 0.04%
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384
$316K 0.04%
3,532
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385
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3,389
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387
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388
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389
$311K 0.04%
11,259
+562
390
$309K 0.04%
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391
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393
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1,551
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394
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3,312
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395
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3,337
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396
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871
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397
$301K 0.04%
24,993
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398
$299K 0.04%
4,576
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399
$297K 0.04%
7,058
+441
400
$297K 0.04%
2,627
+142
14 15
16
17 18