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
801
$908K 0.02%
5,070
+831
802
$905K 0.02%
46,610
-121,231
803
$905K 0.02%
+16,181
804
$894K 0.02%
24,087
+2,112
805
$891K 0.02%
17,769
-470
806
$891K 0.02%
+9,241
807
$890K 0.02%
34,124
+3,072
808
$886K 0.02%
35,135
+3,072
809
$885K 0.02%
25,532
+4,181
810
$884K 0.02%
49,995
+4,416
811
$884K 0.02%
+30,829
812
$884K 0.02%
1,006
+123
813
$881K 0.02%
11,201
+1,562
814
$880K 0.02%
45,411
-16,406
815
$880K 0.02%
3,213
+934
816
$880K 0.02%
16,476
+1,344
817
$875K 0.02%
28,861
+2,496
818
$872K 0.02%
3,962
+708
819
$869K 0.02%
43,299
+3,840
820
$869K 0.02%
32,239
+2,880
821
$869K 0.02%
6,388
+1,176
822
$867K 0.02%
25,188
+4,583
823
$863K 0.02%
17,333
+1,536
824
$863K 0.02%
30,516
+2,688
825
$858K 0.02%
11,014
+632
31 32
33
34 35