EF

Empowered Funds Portfolio holdings

AUM $9.9B
1-Year Est. Return 22.33%
This Quarter Est. Return
1 Year Est. Return
+22.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$788M
AUM Growth
+$266M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$33.9M
2
+$26.8M
3
+$24.4M
4
FXO icon
First Trust Financials AlphaDEX Fund
FXO
+$24.2M
5
ARKW icon
ARK Web x.0 ETF
ARKW
+$20.6M

Top Sells

1
+$37.3M
2
+$16.1M
3
+$15.5M
4
AIA icon
iShares Asia 50 ETF
AIA
+$12.2M
5
EES icon
WisdomTree US SmallCap Earnings Fund
EES
+$11M

Sector Composition

1 Consumer Discretionary 15.99%
2 Healthcare 7.65%
3 Industrials 5.62%
4 Consumer Staples 3.48%
5 Technology 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
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