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
701
$1.17M 0.03%
6,771
-9,193
702
$1.17M 0.03%
28,481
+2,222
703
$1.17M 0.03%
24,192
-22,702
704
$1.17M 0.03%
31,046
+12,433
705
$1.17M 0.03%
72,578
+6,528
706
$1.16M 0.03%
57,867
+5,184
707
$1.16M 0.03%
9,676
+1,771
708
$1.15M 0.03%
54,225
+4,800
709
$1.15M 0.03%
157,708
+14,208
710
$1.15M 0.03%
59,471
+5,352
711
$1.15M 0.03%
6,151
-417
712
$1.15M 0.03%
96,132
+37,815
713
$1.15M 0.03%
8,713
+2,325
714
$1.15M 0.03%
+53,322
715
$1.15M 0.03%
44,604
+4,008
716
$1.15M 0.03%
17,160
+1,536
717
$1.14M 0.03%
20,067
-630
718
$1.14M 0.03%
18,417
-4,383
719
$1.14M 0.03%
26,701
-123,939
720
$1.14M 0.03%
6,608
+1,751
721
$1.14M 0.03%
90,403
+8,064
722
$1.14M 0.03%
+11,800
723
$1.13M 0.03%
155,255
+48,380
724
$1.13M 0.03%
+47,238
725
$1.13M 0.03%
76,263
-16,928
27 28
29
30 31