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
826
$1.11M 0.02%
50,449
-43,404
827
$1.11M 0.02%
+35,495
828
$1.11M 0.02%
37,439
+6,610
829
$1.11M 0.02%
103,974
+7,842
830
$1.1M 0.02%
58,600
+4,375
831
$1.1M 0.02%
179,229
+13,475
832
$1.1M 0.02%
76,655
+5,775
833
$1.1M 0.02%
4,439
+1,273
834
$1.1M 0.02%
9,344
-123
835
$1.09M 0.02%
48,104
+3,500
836
$1.09M 0.02%
22,062
+1,575
837
$1.09M 0.02%
53,731
+38,486
838
$1.08M 0.02%
12,400
+1,643
839
$1.08M 0.02%
+4,675
840
$1.08M 0.02%
7,827
-13,211
841
$1.07M 0.02%
271,220
+20,475
842
$1.07M 0.02%
+8,201
843
$1.07M 0.02%
51,523
+4,913
844
$1.07M 0.02%
39,717
+2,975
845
$1.07M 0.02%
76,547
-13,856
846
$1.06M 0.02%
190,573
+14,350
847
$1.06M 0.02%
1,911
-3,366
848
$1.06M 0.02%
79,963
+15,480
849
$1.06M 0.02%
13,527
+1,349
850
$1.06M 0.02%
+2,802
32 33
34
35 36