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
451
$2.45M 0.06%
32,965
-80,407
452
$2.45M 0.06%
93,853
+8,448
453
$2.44M 0.06%
38,592
+184
454
$2.44M 0.06%
9,017
+1,027
455
$2.43M 0.06%
61,432
+47,367
456
$2.43M 0.06%
5,277
-2,908
457
$2.42M 0.06%
151,664
+13,632
458
$2.42M 0.06%
4,166
+195
459
$2.4M 0.06%
79,629
+7,104
460
$2.4M 0.06%
266,376
+24,085
461
$2.39M 0.06%
27,108
+5,975
462
$2.38M 0.06%
169,244
+15,253
463
$2.38M 0.06%
99,172
-223,844
464
$2.38M 0.06%
16,973
+362
465
$2.37M 0.06%
104,731
+9,408
466
$2.37M 0.06%
649,333
+206,131
467
$2.37M 0.06%
108,006
+597
468
$2.36M 0.06%
69,640
+6,215
469
$2.36M 0.06%
66,486
+5,952
470
$2.36M 0.06%
122,472
-9,744
471
$2.33M 0.06%
80,829
-17,546
472
$2.33M 0.06%
141,627
+13,377
473
$2.31M 0.06%
264,518
+23,893
474
$2.31M 0.06%
52,704
+4,679
475
$2.31M 0.06%
36,805
+22,899
17 18
19
20 21