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
51
$3.09M 0.39%
39,949
+2,150
52
$3.04M 0.39%
144,796
-36,616
53
$2.91M 0.37%
30,292
+1,610
54
$2.88M 0.37%
18,767
+994
55
$2.88M 0.37%
13,498
+696
56
$2.86M 0.36%
11,760
+601
57
$2.66M 0.34%
14,584
+792
58
$2.66M 0.34%
+110,117
59
$2.62M 0.33%
25,647
+1,320
60
$2.57M 0.33%
18,220
+986
61
$2.56M 0.33%
14,678
+727
62
$2.49M 0.32%
32,591
+1,822
63
$2.46M 0.31%
14,162
+748
64
$2.45M 0.31%
27,320
+1,386
65
$2.45M 0.31%
26,444
-4,994
66
$2.41M 0.31%
4,996
-1,040
67
$2.35M 0.3%
56,303
-32,628
68
$2.23M 0.28%
29,288
+1,530
69
$2.15M 0.27%
4,996
+254
70
$2.13M 0.27%
5,514
+317
71
$2.07M 0.26%
50,728
-46,805
72
$2.05M 0.26%
6,888
+370
73
$1.98M 0.25%
11,049
+587
74
$1.94M 0.25%
15,000
75
$1.94M 0.25%
42,097
+2,166
1 2
3
4 5