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
$3.98B
AUM Growth
+$592M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,352
New
Increased
Reduced
Closed

Top Buys

1
+$33.3M
2
+$29.4M
3
+$22.7M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$13.3M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$11.8M

Top Sells

1
+$46.3M
2
+$46.1M
3
+$36.3M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$13.6M
5
LEN icon
Lennar Class A
LEN
+$11.4M

Sector Composition

1 Energy 16.57%
2 Financials 13.92%
3 Consumer Discretionary 13.54%
4 Technology 12.54%
5 Industrials 11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$4.7M 0.12%
168,420
+49,233
252
$4.67M 0.12%
+45,857
253
$4.65M 0.12%
53,543
-1,021
254
$4.65M 0.12%
+70,642
255
$4.64M 0.12%
137,839
-26,928
256
$4.61M 0.12%
155,974
+5,544
257
$4.6M 0.12%
122,035
-7,440
258
$4.6M 0.12%
92,168
-23,886
259
$4.59M 0.12%
195,898
-739
260
$4.57M 0.11%
32,670
+20,778
261
$4.53M 0.11%
27,702
+12,480
262
$4.51M 0.11%
113,148
-2,801
263
$4.5M 0.11%
+64,340
264
$4.49M 0.11%
70,126
-1,099
265
$4.47M 0.11%
132,246
+11,904
266
$4.45M 0.11%
131,098
+30,557
267
$4.45M 0.11%
44,831
+30,194
268
$4.43M 0.11%
61,222
+19,706
269
$4.42M 0.11%
117,647
+38,790
270
$4.38M 0.11%
199,598
+17,960
271
$4.36M 0.11%
116,911
+10,536
272
$4.36M 0.11%
263,058
+25,323
273
$4.35M 0.11%
34,144
-354
274
$4.35M 0.11%
353,916
+31,957
275
$4.31M 0.11%
96,578
+8,640
9 10
11
12 13