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
126
$1.26M 0.16%
22,713
+1,243
127
$1.24M 0.16%
28,970
+1,500
128
$1.23M 0.16%
2,637
-977
129
$1.22M 0.16%
14,304
130
$1.21M 0.15%
7,900
+420
131
$1.2M 0.15%
4,903
+251
132
$1.2M 0.15%
12,570
+688
133
$1.18M 0.15%
4,638
+242
134
$1.16M 0.15%
5,101
+262
135
$1.16M 0.15%
36,381
+1,707
136
$1.12M 0.14%
4,988
+263
137
$1.12M 0.14%
4,923
+261
138
$1.11M 0.14%
21,595
+7,367
139
$1.11M 0.14%
1,877
+776
140
$1.1M 0.14%
11,985
+662
141
$1.08M 0.14%
4,494
+240
142
$1.07M 0.14%
28,754
+1,536
143
$1.07M 0.14%
5,862
+314
144
$1.06M 0.14%
12,918
+606
145
$1.05M 0.13%
4,752
+243
146
$1.05M 0.13%
3,219
+158
147
$1.04M 0.13%
11,695
+644
148
$1.03M 0.13%
17,565
+960
149
$1.03M 0.13%
4,259
+212
150
$1.02M 0.13%
29,198
+505
4 5
6
7 8