EF

Empowered Funds Portfolio holdings

AUM $8.83B
1-Year Est. Return 18.13%
This Quarter Est. Return
1 Year Est. Return
+18.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$788M
AUM Growth
+$266M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$33.9M
2
+$26.8M
3
+$24.4M
4
FXO icon
First Trust Financials AlphaDEX Fund
FXO
+$24.2M
5
ARKW icon
ARK Web x.0 ETF
ARKW
+$20.6M

Top Sells

1
+$37.3M
2
+$16.1M
3
+$15.5M
4
AIA icon
iShares Asia 50 ETF
AIA
+$12.2M
5
EES icon
WisdomTree US SmallCap Earnings Fund
EES
+$11M

Sector Composition

1 Consumer Discretionary 15.99%
2 Healthcare 7.65%
3 Industrials 5.62%
4 Consumer Staples 3.48%
5 Technology 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.17M 0.53%
+176,130
52
$4.17M 0.53%
+43,941
53
$4.16M 0.53%
21,438
+4,398
54
$4.14M 0.53%
25,590
+922
55
$4.13M 0.52%
16,318
+2,630
56
$4.13M 0.52%
+42,131
57
$4.12M 0.52%
9,300
+2,267
58
$4.1M 0.52%
18,805
+4,178
59
$4.09M 0.52%
+85,709
60
$4.08M 0.52%
+136,097
61
$4.08M 0.52%
+57,461
62
$4.08M 0.52%
+26,415
63
$4.06M 0.52%
30,771
+7,680
64
$4.05M 0.51%
96,859
+8,065
65
$4.05M 0.51%
75,490
+18,920
66
$4.02M 0.51%
10,526
+1,651
67
$4.02M 0.51%
+88,376
68
$4.01M 0.51%
+54,429
69
$4M 0.51%
+41,734
70
$3.97M 0.5%
+54,487
71
$3.97M 0.5%
72,787
+11,161
72
$3.96M 0.5%
+38,395
73
$3.96M 0.5%
+34,783
74
$3.95M 0.5%
47,350
+7,293
75
$3.95M 0.5%
69,693
+16,720
1 2
3
4 5