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
101
$1.49M 0.19%
7,274
+396
102
$1.48M 0.19%
5,245
+273
103
$1.46M 0.19%
834
+43
104
$1.45M 0.18%
16,847
+4,989
105
$1.44M 0.18%
7,196
+379
106
$1.44M 0.18%
5,848
+168
107
$1.44M 0.18%
79,947
-719
108
$1.44M 0.18%
10,677
+633
109
$1.42M 0.18%
35,718
+1,966
110
$1.42M 0.18%
10,031
+457
111
$1.4M 0.18%
12,055
+633
112
$1.4M 0.18%
13,397
+3,115
113
$1.38M 0.18%
17,260
+914
114
$1.38M 0.18%
42,018
+1,288
115
$1.37M 0.17%
8,679
+458
116
$1.37M 0.17%
24,471
+1,331
117
$1.35M 0.17%
46,322
+2,408
118
$1.33M 0.17%
6,713
+369
119
$1.31M 0.17%
16,458
+890
120
$1.3M 0.17%
11,818
+637
121
$1.3M 0.17%
2,778
+128
122
$1.29M 0.16%
27,278
+1,431
123
$1.29M 0.16%
6,419
+79
124
$1.28M 0.16%
27,837
+1,468
125
$1.26M 0.16%
18,149
+53
3 4
5
6 7