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
176
$865K 0.11%
5,148
+253
177
$864K 0.11%
5,107
+260
178
$854K 0.11%
8,709
+3,515
179
$846K 0.11%
12,788
+5,074
180
$843K 0.11%
2,135
+116
181
$841K 0.11%
9,621
+4,211
182
$829K 0.11%
5,524
+300
183
$813K 0.1%
3,746
+208
184
$811K 0.1%
14,976
+787
185
$804K 0.1%
2,924
+1,552
186
$798K 0.1%
9,609
-2,375
187
$789K 0.1%
11,546
+1,080
188
$783K 0.1%
5,889
-3,658
189
$779K 0.1%
24,208
+1,302
190
$778K 0.1%
32,705
+119
191
$776K 0.1%
5,048
+260
192
$775K 0.1%
6,116
+300
193
$767K 0.1%
10,836
+588
194
$766K 0.1%
16,146
+7,535
195
$761K 0.1%
10,243
+4,867
196
$759K 0.1%
7,933
+414
197
$756K 0.1%
7,752
+4,482
198
$755K 0.1%
14,411
-1,034
199
$747K 0.1%
4,345
+240
200
$747K 0.1%
5,492
+291
6 7
8
9 10