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
551
$1.81M 0.05%
24,403
+743
552
$1.8M 0.05%
342,125
+30,959
553
$1.8M 0.05%
225,493
+43,191
554
$1.8M 0.05%
202,852
+1,152
555
$1.79M 0.04%
15,912
-1,628
556
$1.79M 0.04%
78,259
+6,997
557
$1.77M 0.04%
36,389
+3,264
558
$1.76M 0.04%
43,480
+2,420
559
$1.75M 0.04%
28,572
+14,491
560
$1.74M 0.04%
25,342
+779
561
$1.74M 0.04%
146,115
+30,723
562
$1.74M 0.04%
43,037
+3,840
563
$1.74M 0.04%
33,793
+212
564
$1.73M 0.04%
52,936
+2,136
565
$1.73M 0.04%
38,606
+3,456
566
$1.72M 0.04%
112,659
-375,618
567
$1.72M 0.04%
120,446
+10,837
568
$1.71M 0.04%
15,869
-1,956
569
$1.71M 0.04%
24,934
+22,142
570
$1.7M 0.04%
49,191
+4,416
571
$1.7M 0.04%
3,330
+146
572
$1.7M 0.04%
169,253
+15,253
573
$1.7M 0.04%
186,600
+16,808
574
$1.69M 0.04%
76,576
+21,320
575
$1.68M 0.04%
386,859
+35,005
21 22
23
24 25