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
76
$1.86M 0.24%
5,524
+395
77
$1.84M 0.23%
24,032
+1,133
78
$1.83M 0.23%
6,944
-1,597
79
$1.82M 0.23%
8,671
+456
80
$1.81M 0.23%
13,081
+668
81
$1.81M 0.23%
6,037
+300
82
$1.79M 0.23%
28,275
+1,619
83
$1.78M 0.23%
28,737
+1,510
84
$1.75M 0.22%
2,878
+152
85
$1.72M 0.22%
18,892
+943
86
$1.72M 0.22%
3,609
+217
87
$1.66M 0.21%
15,452
+839
88
$1.66M 0.21%
23,697
+1,238
89
$1.65M 0.21%
9,606
+513
90
$1.61M 0.21%
23,094
+1,706
91
$1.6M 0.2%
10,296
+536
92
$1.59M 0.2%
54,418
+12,534
93
$1.59M 0.2%
25,659
+1,367
94
$1.56M 0.2%
8,940
+486
95
$1.56M 0.2%
10,684
+562
96
$1.55M 0.2%
12,149
+1,214
97
$1.53M 0.2%
21,499
+1,159
98
$1.52M 0.19%
14,095
+749
99
$1.52M 0.19%
11,111
+609
100
$1.49M 0.19%
3,114
+155
2 3
4
5 6