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
576
$1.68M 0.04%
35,076
-33,690
577
$1.67M 0.04%
12,802
+1,152
578
$1.66M 0.04%
27,107
-31,986
579
$1.66M 0.04%
423,469
+38,269
580
$1.66M 0.04%
722,385
+65,412
581
$1.66M 0.04%
15,277
+2,157
582
$1.65M 0.04%
59,959
+5,376
583
$1.65M 0.04%
108,379
+9,768
584
$1.65M 0.04%
6,504
+3,374
585
$1.63M 0.04%
184,171
+16,597
586
$1.63M 0.04%
60,416
+5,376
587
$1.63M 0.04%
17,450
+13,953
588
$1.62M 0.04%
37,541
+3,264
589
$1.62M 0.04%
128,401
+11,520
590
$1.61M 0.04%
97,000
+8,731
591
$1.61M 0.04%
71,075
+4,261
592
$1.61M 0.04%
104,783
+9,408
593
$1.6M 0.04%
6,174
+18
594
$1.6M 0.04%
19,521
+771
595
$1.6M 0.04%
119,146
+45,116
596
$1.6M 0.04%
180,821
+16,296
597
$1.6M 0.04%
79,361
-83,625
598
$1.6M 0.04%
49,744
+24,568
599
$1.6M 0.04%
61,017
+39,163
600
$1.59M 0.04%
51,708
+4,608
22 23
24
25 26