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
26
$5.61M 0.72%
17,783
+931
27
$5.44M 0.69%
35,522
+1,920
28
$5.32M 0.68%
16,404
+864
29
$4.97M 0.63%
78,954
+4,233
30
$4.79M 0.61%
153,749
+7,794
31
$4.7M 0.6%
28,217
+1,507
32
$4.7M 0.6%
51,523
+2,747
33
$4.55M 0.58%
16,243
-14,755
34
$4.35M 0.55%
8,008
+429
35
$4.33M 0.55%
9,041
+482
36
$4.29M 0.55%
84,426
+4,592
37
$3.92M 0.5%
80,790
+4,440
38
$3.9M 0.5%
35,897
+1,923
39
$3.85M 0.49%
19,550
+1,790
40
$3.68M 0.47%
86,392
+4,548
41
$3.66M 0.47%
93,272
+4,866
42
$3.55M 0.45%
9,708
+512
43
$3.49M 0.44%
36,957
+1,600
44
$3.49M 0.44%
86,100
+4,629
45
$3.48M 0.44%
45,136
+2,340
46
$3.27M 0.42%
14,567
+794
47
$3.22M 0.41%
82,262
+4,115
48
$3.15M 0.4%
84,265
+4,401
49
$3.12M 0.4%
31,604
+1,645
50
$3.12M 0.4%
18,892
+1,111
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