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
26
$15.6M 0.39%
178,814
-19,724
27
$14.9M 0.37%
41,182
+22,746
28
$14.8M 0.37%
512,551
+154,988
29
$14.5M 0.36%
245,626
+153,513
30
$14.4M 0.36%
381,197
+199,252
31
$14.4M 0.36%
96,822
+2,141
32
$14.3M 0.36%
83,866
-6,336
33
$14.3M 0.36%
84,159
-16,019
34
$14.2M 0.36%
272,470
-7,425
35
$14.2M 0.36%
265,588
-2,049
36
$13.6M 0.34%
31,036
+26,955
37
$13.2M 0.33%
361,795
+10,731
38
$13.1M 0.33%
50,420
+2,125
39
$12.8M 0.32%
24,292
-2,329
40
$12.6M 0.32%
50,862
+7,254
41
$12.5M 0.31%
287,024
+165,415
42
$12.5M 0.31%
339,532
+295,348
43
$12.3M 0.31%
73,528
+4,402
44
$12.1M 0.3%
198,626
+13,252
45
$12M 0.3%
77,583
+8,438
46
$11.7M 0.29%
323,234
+146,690
47
$11.4M 0.29%
39,578
+16,497
48
$11M 0.28%
218,895
+252
49
$11M 0.28%
70,877
+16,424
50
$10.9M 0.27%
136,839
+38,823
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