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
901
$704K 0.02%
28,993
+2,496
902
$704K 0.02%
29,457
+2,567
903
$702K 0.02%
36,067
+1,431
904
$699K 0.02%
8,768
-4,139
905
$699K 0.02%
+179,160
906
$694K 0.02%
24,839
+2,112
907
$693K 0.02%
+9,437
908
$693K 0.02%
1,271
+165
909
$688K 0.02%
19,005
-1,076
910
$683K 0.02%
2,801
+399
911
$682K 0.02%
2,801
+399
912
$681K 0.02%
207,659
+18,709
913
$674K 0.02%
1,613
+83
914
$674K 0.02%
20,058
+1,728
915
$670K 0.02%
190,345
+80,358
916
$669K 0.02%
6,876
+1,145
917
$669K 0.02%
4,127
+277
918
$665K 0.02%
37,586
+1,281
919
$663K 0.02%
2,805
-3,677
920
$662K 0.02%
8,173
+181
921
$659K 0.02%
250,745
+81,102
922
$659K 0.02%
24,187
+2,112
923
$654K 0.02%
61,250
+5,461
924
$652K 0.02%
+29,925
925
$651K 0.02%
30,238
+2,688
35 36
37
38 39