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
476
$2.3M 0.06%
38,716
+1,263
477
$2.29M 0.06%
137,204
+12,359
478
$2.29M 0.06%
29,712
+8,443
479
$2.28M 0.06%
18,562
+131
480
$2.27M 0.06%
275,922
+24,872
481
$2.27M 0.06%
6,739
+601
482
$2.27M 0.06%
87,004
+73,732
483
$2.25M 0.06%
8,764
+200
484
$2.24M 0.06%
27,246
+3,557
485
$2.24M 0.06%
73,988
+6,613
486
$2.23M 0.06%
75,951
+6,791
487
$2.22M 0.06%
+25,147
488
$2.22M 0.06%
315,987
+28,520
489
$2.22M 0.06%
76,288
+6,824
490
$2.19M 0.05%
174,594
+15,744
491
$2.18M 0.05%
39,842
+219
492
$2.17M 0.05%
229,098
+20,648
493
$2.16M 0.05%
335,086
+30,248
494
$2.16M 0.05%
77,620
+36,147
495
$2.16M 0.05%
355,071
+105,021
496
$2.15M 0.05%
8,260
+1,145
497
$2.15M 0.05%
128,303
+11,140
498
$2.14M 0.05%
76,346
+6,824
499
$2.1M 0.05%
10,006
+1,228
500
$2.1M 0.05%
+194,456
18 19
20
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