EF

Empowered Funds Portfolio holdings

AUM $8.83B
1-Year Est. Return 18.13%
This Quarter Est. Return
1 Year Est. Return
+18.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$788M
AUM Growth
+$266M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$33.9M
2
+$26.8M
3
+$24.4M
4
FXO icon
First Trust Financials AlphaDEX Fund
FXO
+$24.2M
5
ARKW icon
ARK Web x.0 ETF
ARKW
+$20.6M

Top Sells

1
+$37.3M
2
+$16.1M
3
+$15.5M
4
AIA icon
iShares Asia 50 ETF
AIA
+$12.2M
5
EES icon
WisdomTree US SmallCap Earnings Fund
EES
+$11M

Sector Composition

1 Consumer Discretionary 15.99%
2 Healthcare 7.65%
3 Industrials 5.62%
4 Consumer Staples 3.48%
5 Technology 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.77M 0.73%
8,816
+3,689
27
$5.64M 0.72%
+86,078
28
$5.06M 0.64%
+192,954
29
$4.9M 0.62%
29,578
-53,783
30
$4.85M 0.62%
+132,102
31
$4.71M 0.6%
194,479
-301,387
32
$4.66M 0.59%
+211,270
33
$4.59M 0.58%
+50,701
34
$4.53M 0.58%
39,432
+12,201
35
$4.5M 0.57%
+24,907
36
$4.5M 0.57%
+77,283
37
$4.46M 0.57%
+108,826
38
$4.46M 0.57%
+98,697
39
$4.36M 0.55%
29,510
+2,551
40
$4.3M 0.55%
33,223
+9,153
41
$4.29M 0.54%
+69,972
42
$4.27M 0.54%
+8,700
43
$4.25M 0.54%
+68,874
44
$4.24M 0.54%
42,354
-10,475
45
$4.24M 0.54%
71,918
+22,003
46
$4.23M 0.54%
+48,044
47
$4.22M 0.54%
101,374
+75,293
48
$4.18M 0.53%
41,980
+8,122
49
$4.18M 0.53%
+17,643
50
$4.18M 0.53%
+62,643
1
2
3 4 5