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
651
$1.39M 0.04%
5,783
+873
652
$1.39M 0.03%
70,461
+6,336
653
$1.38M 0.03%
21,100
+845
654
$1.38M 0.03%
+96,955
655
$1.38M 0.03%
61,302
+5,461
656
$1.38M 0.03%
67,856
+6,056
657
$1.36M 0.03%
+165,754
658
$1.35M 0.03%
43,065
+3,840
659
$1.35M 0.03%
4,412
-4,213
660
$1.35M 0.03%
+66,575
661
$1.35M 0.03%
55,062
+4,904
662
$1.35M 0.03%
24,646
+569
663
$1.33M 0.03%
+41,067
664
$1.33M 0.03%
43,611
-175,947
665
$1.33M 0.03%
121,230
+10,920
666
$1.33M 0.03%
3,414
+541
667
$1.32M 0.03%
49,191
+4,416
668
$1.32M 0.03%
16,122
-898
669
$1.32M 0.03%
176,223
+15,848
670
$1.3M 0.03%
7,902
-9,899
671
$1.3M 0.03%
15,766
+9,797
672
$1.3M 0.03%
46,898
+4,224
673
$1.27M 0.03%
56,242
+4,992
674
$1.26M 0.03%
7,651
+576
675
$1.26M 0.03%
18,154
+1,536
25 26
27
28 29