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
401
$2.79M 0.07%
118,556
+20,475
402
$2.79M 0.07%
112,392
+10,088
403
$2.78M 0.07%
38,054
+3,349
404
$2.78M 0.07%
117,436
+10,368
405
$2.77M 0.07%
269,775
-214,353
406
$2.77M 0.07%
21,038
-16,622
407
$2.77M 0.07%
+151,232
408
$2.77M 0.07%
29,408
-10,659
409
$2.75M 0.07%
16,596
+101
410
$2.75M 0.07%
71,805
+396
411
$2.74M 0.07%
101,539
+9,109
412
$2.73M 0.07%
144,168
+12,968
413
$2.72M 0.07%
+68,419
414
$2.71M 0.07%
+617,680
415
$2.68M 0.07%
11,486
+1,575
416
$2.67M 0.07%
191,341
+4,294
417
$2.67M 0.07%
5,027
+966
418
$2.66M 0.07%
36,889
+3,264
419
$2.63M 0.07%
18,450
+14,280
420
$2.63M 0.07%
170,360
+15,360
421
$2.63M 0.07%
88,539
-118,454
422
$2.62M 0.07%
21,521
+7,198
423
$2.6M 0.07%
6,501
-5,432
424
$2.59M 0.06%
43,571
+462
425
$2.59M 0.06%
189,157
+17,064
15 16
17
18 19