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
951
$596K 0.02%
93,948
+8,448
952
$595K 0.01%
70,605
+6,336
953
$592K 0.01%
7,926
+1,214
954
$591K 0.01%
62,093
+5,568
955
$587K 0.01%
1,647
-322
956
$587K 0.01%
2,299
+381
957
$587K 0.01%
4,309
+944
958
$586K 0.01%
146,385
+13,160
959
$584K 0.01%
64,875
+5,760
960
$583K 0.01%
89,475
+8,064
961
$583K 0.01%
6,275
+1,148
962
$576K 0.01%
17,800
-10,270
963
$576K 0.01%
9,992
+1,397
964
$571K 0.01%
69,360
+6,172
965
$571K 0.01%
18,776
+390
966
$567K 0.01%
15,040
+673
967
$567K 0.01%
44,756
+4,032
968
$566K 0.01%
6,425
+1,054
969
$565K 0.01%
22,279
+1,920
970
$557K 0.01%
19,682
+1,728
971
$556K 0.01%
47,474
+4,224
972
$552K 0.01%
29,813
+2,688
973
$551K 0.01%
31,665
+844
974
$547K 0.01%
44,866
+4,032
975
$546K 0.01%
44,893
-1,520
37 38
39
40 41