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
301
$3.84M 0.1%
585,583
+13,624
302
$3.8M 0.1%
5,750
-2,601
303
$3.79M 0.1%
68,944
+6,144
304
$3.76M 0.09%
426,773
-7,393
305
$3.76M 0.09%
+44,700
306
$3.72M 0.09%
1,027,647
+239,756
307
$3.71M 0.09%
23,827
+2,112
308
$3.7M 0.09%
230,936
+20,821
309
$3.7M 0.09%
371,965
+33,647
310
$3.68M 0.09%
164,145
+14,784
311
$3.67M 0.09%
122,579
+11,029
312
$3.65M 0.09%
25,275
-4,584
313
$3.64M 0.09%
19,365
+16,715
314
$3.63M 0.09%
38,220
-14,862
315
$3.61M 0.09%
24,165
-25,490
316
$3.6M 0.09%
429,822
+38,845
317
$3.59M 0.09%
+270,677
318
$3.59M 0.09%
295,735
+26,735
319
$3.56M 0.09%
+84,827
320
$3.55M 0.09%
165,472
+25,672
321
$3.53M 0.09%
195,877
+17,664
322
$3.53M 0.09%
77,613
+29,488
323
$3.51M 0.09%
17,675
+1,711
324
$3.5M 0.09%
106,932
+9,600
325
$3.49M 0.09%
279,747
-70,163
11 12
13
14 15