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EF

Empirical Finance Portfolio holdings

AUM $2.13B
1-Year Est. Return 29.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.1B
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
514
New
Increased
Reduced
Closed

Top Buys

1
+$4.04M
2
+$2.79M
3
+$2.76M
4
AMZN icon
Amazon
AMZN
+$2.63M
5
MS icon
Morgan Stanley
MS
+$2.52M

Top Sells

1
+$2.32M
2
+$2.3M
3
+$2.05M
4
MOOD icon
Relative Sentiment Tactical Allocation ETF
MOOD
+$1.86M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.75M

Sector Composition

1 Technology 31.99%
2 Financials 11.76%
3 Communication Services 10.34%
4 Consumer Discretionary 9.7%
5 Healthcare 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$160M 7.64%
859,953
+7,571
2
$134M 6.38%
526,416
+4,577
3
$133M 6.33%
256,810
+3,914
4
$75.7M 3.6%
344,686
+11,600
5
$57.3M 2.73%
78,037
+702
6
$50.3M 2.4%
206,995
+605
7
$49.4M 2.35%
149,735
+1,556
8
$43.5M 2.07%
178,554
-8,328
9
$37M 1.76%
83,293
+930
10
$33.3M 1.58%
105,419
+905
11
$26.1M 1.24%
51,831
+628
12
$21.5M 1.02%
28,118
+459
13
$20M 0.95%
428,678
-6,371
14
$18.4M 0.87%
153,080
+1,430
15
$18.1M 0.86%
55,050
16
$17.9M 0.85%
158,750
+1,396
17
$17.2M 0.82%
192,048
-16,915
18
$16.7M 0.79%
29,341
+276
19
$16M 0.76%
86,469
+816
20
$15.5M 0.74%
45,467
+576
21
$15.3M 0.73%
148,900
+1,487
22
$15M 0.71%
36,975
+1,793
23
$14.4M 0.68%
15,524
+157
24
$14.3M 0.68%
61,862
+596
25
$13.2M 0.63%
86,216
+3,615
1
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