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
201
$747K 0.1%
9,113
+609
202
$740K 0.09%
13,077
+722
203
$739K 0.09%
6,493
+358
204
$736K 0.09%
33,921
+131
205
$735K 0.09%
6,189
+324
206
$735K 0.09%
4,719
+245
207
$732K 0.09%
10,851
+575
208
$726K 0.09%
27,750
+1,400
209
$722K 0.09%
13,042
+646
210
$716K 0.09%
3,416
+184
211
$709K 0.09%
5,826
+307
212
$705K 0.09%
15,208
+816
213
$703K 0.09%
14,846
+723
214
$701K 0.09%
41,375
+1,660
215
$687K 0.09%
10,798
+269
216
$683K 0.09%
37,264
+17,656
217
$673K 0.09%
1,634
+81
218
$671K 0.09%
16,096
+681
219
$671K 0.09%
61,517
+43,003
220
$663K 0.08%
6,973
+386
221
$662K 0.08%
39,519
+2,091
222
$661K 0.08%
7,080
+384
223
$660K 0.08%
5,965
+309
224
$658K 0.08%
3,339
+74
225
$657K 0.08%
10,233
+546