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
$3.39B
AUM Growth
+$547M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,290
New
Increased
Reduced
Closed

Top Buys

1
+$50.1M
2
+$20.5M
3
+$13.9M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$13.6M
5
LEN icon
Lennar Class A
LEN
+$10.1M

Top Sells

1
+$22.3M
2
+$16M
3
+$15.9M
4
AMR icon
Alpha Metallurgical Resources
AMR
+$7.98M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$7.76M

Sector Composition

1 Energy 20.7%
2 Consumer Discretionary 12.26%
3 Financials 12.25%
4 Technology 10.72%
5 Industrials 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$1.55M 0.05%
199,800
+16,432
527
$1.55M 0.05%
128,250
+10,428
528
$1.55M 0.05%
74,002
+677
529
$1.55M 0.05%
117,942
+67,914
530
$1.54M 0.05%
443,202
+85,948
531
$1.54M 0.05%
152,957
+12,482
532
$1.54M 0.05%
8,564
-13,589
533
$1.53M 0.05%
+2,999
534
$1.53M 0.05%
63,425
+5,214
535
$1.53M 0.05%
13,674
+5,649
536
$1.52M 0.05%
4,036
-8,079
537
$1.52M 0.04%
3,545
-1,303
538
$1.52M 0.04%
115,392
+42,508
539
$1.52M 0.04%
17,540
+15,641
540
$1.51M 0.04%
480,750
+39,500
541
$1.5M 0.04%
41,060
+5,078
542
$1.5M 0.04%
13,306
+10,911
543
$1.5M 0.04%
3,366
+1,573
544
$1.48M 0.04%
11,650
+948
545
$1.48M 0.04%
71,262
+5,846
546
$1.48M 0.04%
251,050
+20,540
547
$1.45M 0.04%
304,838
+73,560
548
$1.45M 0.04%
53,229
+4,266
549
$1.44M 0.04%
34,286
-38,112
550
$1.44M 0.04%
250,050
+20,540
20 21
22
23 24