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
501
$2.1M 0.05%
5,103
+929
502
$2.09M 0.05%
56,466
+29,380
503
$2.08M 0.05%
37,550
+3,264
504
$2.07M 0.05%
+91,266
505
$2.07M 0.05%
12,551
+1,399
506
$2.07M 0.05%
40,554
+1,645
507
$2.06M 0.05%
9,114
+91
508
$2.04M 0.05%
33,057
+16,758
509
$2.04M 0.05%
13,563
+75
510
$2.03M 0.05%
247,982
+22,357
511
$2.03M 0.05%
36,781
+3,491
512
$2.03M 0.05%
149,390
+13,440
513
$2.02M 0.05%
+217,340
514
$2.02M 0.05%
+8,181
515
$2.01M 0.05%
75,610
-2,432
516
$2.01M 0.05%
59,363
+5,288
517
$2M 0.05%
76,912
+6,912
518
$2M 0.05%
8,428
-4,182
519
$1.99M 0.05%
16,594
+3,830
520
$1.99M 0.05%
10,489
+5,316
521
$1.98M 0.05%
15,095
+1,130
522
$1.97M 0.05%
92,101
+8,256
523
$1.96M 0.05%
288,858
+26,024
524
$1.95M 0.05%
11,744
-37,753
525
$1.95M 0.05%
113,151
+10,176
19 20
21
22 23