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
626
$1.5M 0.04%
4,123
+67
627
$1.49M 0.04%
3,873
+164
628
$1.49M 0.04%
+80,786
629
$1.48M 0.04%
39,453
-57,797
630
$1.47M 0.04%
21,260
+8,186
631
$1.46M 0.04%
+102,352
632
$1.45M 0.04%
94,012
+8,448
633
$1.45M 0.04%
53,474
-212,672
634
$1.45M 0.04%
11,310
+2,529
635
$1.44M 0.04%
102,816
+9,216
636
$1.43M 0.04%
+25,525
637
$1.43M 0.04%
47,936
+4,224
638
$1.43M 0.04%
3,167
+589
639
$1.42M 0.04%
143,675
+12,935
640
$1.42M 0.04%
34,391
+3,072
641
$1.42M 0.04%
7,235
+157
642
$1.41M 0.04%
339,318
+30,632
643
$1.41M 0.04%
28,540
+1,026
644
$1.41M 0.04%
6,547
+1,695
645
$1.41M 0.04%
13,556
+1,033
646
$1.4M 0.04%
23,745
-113,330
647
$1.4M 0.04%
74,385
+30,773
648
$1.4M 0.04%
+88,914
649
$1.4M 0.04%
889
+111
650
$1.39M 0.04%
14,528
+2,801
24 25
26
27 28