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
401
$294K 0.04%
5,021
+720
402
$291K 0.04%
4,455
+659
403
$291K 0.04%
3,549
+205
404
$290K 0.04%
2,368
+218
405
$290K 0.04%
987
+58
406
$289K 0.04%
6,542
+355
407
$286K 0.04%
3,664
+199
408
$285K 0.04%
2,230
+306
409
$283K 0.04%
15,178
+93
410
$282K 0.04%
3,716
+535
411
$282K 0.04%
4,612
+237
412
$279K 0.04%
2,606
+367
413
$278K 0.04%
+9,955
414
$278K 0.04%
5,004
-5,750
415
$277K 0.04%
5,640
+292
416
$277K 0.04%
8,172
+487
417
$277K 0.04%
15,455
-12,921
418
$274K 0.03%
1,692
+87
419
$273K 0.03%
2,434
+397
420
$273K 0.03%
2,698
+374
421
$269K 0.03%
2,832
+174
422
$269K 0.03%
5,685
+801
423
$269K 0.03%
1,707
+91
424
$265K 0.03%
4,470
+210
425
$264K 0.03%
5,211
-7,456
15 16
17
18 19