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
426
$264K 0.03%
+6,371
427
$264K 0.03%
9,778
-9,779
428
$264K 0.03%
5,810
+924
429
$259K 0.03%
11,808
+624
430
$258K 0.03%
1,876
+274
431
$256K 0.03%
1,424
+212
432
$255K 0.03%
1,402
+84
433
$254K 0.03%
2,521
+401
434
$253K 0.03%
2,150
+118
435
$251K 0.03%
9,936
+60
436
$250K 0.03%
2,796
+199
437
$248K 0.03%
2,190
+117
438
$247K 0.03%
7,839
+409
439
$247K 0.03%
880
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440
$247K 0.03%
+13,778
441
$246K 0.03%
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442
$246K 0.03%
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443
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8,112
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444
$240K 0.03%
723
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445
$239K 0.03%
3,618
446
$239K 0.03%
3,409
+197
447
$233K 0.03%
1,345
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448
$230K 0.03%
7,786
+1,156
449
$228K 0.03%
57
+1
450
$225K 0.03%
2,512
16 17
18
19 20