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
601
$1.59M 0.04%
44,633
+4,008
602
$1.58M 0.04%
23,956
-26,306
603
$1.58M 0.04%
120,080
+10,752
604
$1.57M 0.04%
8,248
+748
605
$1.57M 0.04%
142,317
+59,061
606
$1.57M 0.04%
42,942
+30,480
607
$1.57M 0.04%
+8,059
608
$1.57M 0.04%
206,516
-123,676
609
$1.56M 0.04%
11,726
+1,288
610
$1.56M 0.04%
+205,400
611
$1.56M 0.04%
197,493
+17,768
612
$1.56M 0.04%
69,116
+47,129
613
$1.54M 0.04%
4,926
+2,604
614
$1.54M 0.04%
26,242
+4,925
615
$1.54M 0.04%
+11,949
616
$1.53M 0.04%
140,922
+12,672
617
$1.53M 0.04%
38,126
+3,368
618
$1.52M 0.04%
47,249
+4,224
619
$1.52M 0.04%
+5,268
620
$1.52M 0.04%
74,977
+975
621
$1.52M 0.04%
24,065
+11,179
622
$1.52M 0.04%
49,049
-74,455
623
$1.51M 0.04%
61,311
+23,936
624
$1.51M 0.04%
335,954
+30,383
625
$1.51M 0.04%
34,785
+929
23 24
25
26 27