EF

Empowered Funds Portfolio holdings

AUM $8.83B
1-Year Est. Return 18.13%
This Quarter Est. Return
1 Year Est. Return
+18.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$788M
AUM Growth
+$266M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$33.9M
2
+$26.8M
3
+$24.4M
4
FXO icon
First Trust Financials AlphaDEX Fund
FXO
+$24.2M
5
ARKW icon
ARK Web x.0 ETF
ARKW
+$20.6M

Top Sells

1
+$37.3M
2
+$16.1M
3
+$15.5M
4
AIA icon
iShares Asia 50 ETF
AIA
+$12.2M
5
EES icon
WisdomTree US SmallCap Earnings Fund
EES
+$11M

Sector Composition

1 Consumer Discretionary 15.99%
2 Healthcare 7.65%
3 Industrials 5.62%
4 Consumer Staples 3.48%
5 Technology 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.91M 0.5%
+26,503
77
$3.89M 0.49%
+90,284
78
$3.88M 0.49%
82,414
+19,236
79
$3.82M 0.48%
+26,090
80
$3.72M 0.47%
91,430
+13,332
81
$3.71M 0.47%
+89,303
82
$3.69M 0.47%
+42,088
83
$3.6M 0.46%
20,712
+7,184
84
$3.58M 0.45%
143,955
+8,937
85
$3.58M 0.45%
+26,015
86
$2.97M 0.38%
60,171
-26,829
87
$2.9M 0.37%
+22,572
88
$2.54M 0.32%
53,037
+18,192
89
$2.46M 0.31%
+37,080
90
$2.43M 0.31%
+16,105
91
$2.41M 0.31%
+119,197
92
$2.4M 0.3%
+44,201
93
$2.35M 0.3%
+20,379
94
$2.15M 0.27%
13,846
+6,073
95
$2.11M 0.27%
+83,313
96
$2.11M 0.27%
+9,504
97
$2.07M 0.26%
10,580
-1,036
98
$2.06M 0.26%
+3,534
99
$2.05M 0.26%
+44,104
100
$2.04M 0.26%
+13,366
2 3
4
5 6