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
326
$3.49M 0.09%
+121,313
327
$3.48M 0.09%
26,015
+1,035
328
$3.48M 0.09%
+72,348
329
$3.48M 0.09%
21,730
-57,141
330
$3.46M 0.09%
159,955
+37,516
331
$3.45M 0.09%
24,252
+9,459
332
$3.45M 0.09%
+29,035
333
$3.45M 0.09%
305,041
+27,541
334
$3.45M 0.09%
243,290
+12,235
335
$3.45M 0.09%
303,343
+27,368
336
$3.44M 0.09%
+47,273
337
$3.42M 0.09%
7,810
+535
338
$3.4M 0.09%
87,763
-142,803
339
$3.39M 0.09%
26,232
-28,048
340
$3.39M 0.09%
464,678
+42,031
341
$3.37M 0.08%
146,528
-21,322
342
$3.37M 0.08%
20,920
+19,493
343
$3.36M 0.08%
18,045
+5,130
344
$3.36M 0.08%
109,257
+9,792
345
$3.35M 0.08%
+61,499
346
$3.35M 0.08%
7,098
-4,723
347
$3.33M 0.08%
+59,991
348
$3.32M 0.08%
38,942
-2,206
349
$3.31M 0.08%
68,050
-62,680
350
$3.31M 0.08%
204,008
+18,408
12 13
14
15 16