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
$5.54B
AUM Growth
+$1.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,466
New
Increased
Reduced
Closed

Top Buys

1
+$63.1M
2
+$51.8M
3
+$44.1M
4
VV icon
Vanguard Large-Cap ETF
VV
+$41M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$39.9M

Top Sells

1
+$33.3M
2
+$23.1M
3
+$15.9M
4
MTH icon
Meritage Homes
MTH
+$13M
5
DG icon
Dollar General
DG
+$10.5M

Sector Composition

1 Energy 14.06%
2 Technology 12.86%
3 Consumer Discretionary 11.3%
4 Financials 10.79%
5 Industrials 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$1.26M 0.02%
51,786
+3,850
777
$1.26M 0.02%
4,344
-2,160
778
$1.26M 0.02%
65,316
+4,900
779
$1.26M 0.02%
38,766
+19,271
780
$1.26M 0.02%
12,189
+158
781
$1.25M 0.02%
46,565
+3,500
782
$1.25M 0.02%
59,437
+4,375
783
$1.25M 0.02%
13,770
+2,458
784
$1.25M 0.02%
70,770
+24,967
785
$1.25M 0.02%
53,206
+4,015
786
$1.24M 0.02%
24,053
-92,858
787
$1.24M 0.02%
8,558
+5,619
788
$1.24M 0.02%
60,792
+4,550
789
$1.24M 0.02%
258,558
+19,567
790
$1.23M 0.02%
+17,835
791
$1.23M 0.02%
16,676
+3,064
792
$1.23M 0.02%
20,895
-19,620
793
$1.23M 0.02%
23,188
+4,362
794
$1.22M 0.02%
34,034
+5,543
795
$1.22M 0.02%
7,628
+1,199
796
$1.21M 0.02%
+41,598
797
$1.2M 0.02%
5,596
+1,101
798
$1.2M 0.02%
98,616
+7,350
799
$1.2M 0.02%
7,238
+645
800
$1.2M 0.02%
8,709
+1,631
30 31
32
33 34