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
526
$1.94M 0.05%
16,315
+12,949
527
$1.94M 0.05%
84,195
-183,227
528
$1.93M 0.05%
2,553
+342
529
$1.93M 0.05%
84,319
+31,924
530
$1.92M 0.05%
12,748
+2,116
531
$1.92M 0.05%
3,342
-24
532
$1.91M 0.05%
+182,360
533
$1.91M 0.05%
131,147
+11,797
534
$1.91M 0.05%
40,515
+15,865
535
$1.91M 0.05%
8,247
+227
536
$1.9M 0.05%
60,558
+33,402
537
$1.89M 0.05%
25,874
+557
538
$1.89M 0.05%
45,467
+1,034
539
$1.88M 0.05%
7,674
-5,044
540
$1.85M 0.05%
22,819
+17,193
541
$1.85M 0.05%
19,741
+9,989
542
$1.84M 0.05%
28,319
+16,230
543
$1.84M 0.05%
75,941
+6,791
544
$1.84M 0.05%
34,711
-38,473
545
$1.83M 0.05%
528,555
+47,805
546
$1.83M 0.05%
4,696
-7,315
547
$1.83M 0.05%
171,219
+1,383
548
$1.82M 0.05%
33,741
+192
549
$1.81M 0.05%
58,413
+5,184
550
$1.81M 0.05%
129,630
+11,688
20 21
22
23 24