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
976
$543K 0.01%
14,044
+1,152
977
$532K 0.01%
7,713
-16,043
978
$524K 0.01%
4,223
+820
979
$523K 0.01%
1,716
+363
980
$519K 0.01%
12,545
+3,406
981
$518K 0.01%
10,815
+3,289
982
$514K 0.01%
7,142
+639
983
$510K 0.01%
901
+106
984
$509K 0.01%
3,781
+718
985
$506K 0.01%
2,781
+532
986
$506K 0.01%
6,616
+1,015
987
$504K 0.01%
22,370
+1,920
988
$502K 0.01%
15,519
+1,344
989
$496K 0.01%
18,436
+1,536
990
$493K 0.01%
5,464
+1,202
991
$489K 0.01%
16,219
+1,344
992
$487K 0.01%
6,418
-224
993
$485K 0.01%
22,542
+1,920
994
$481K 0.01%
8,766
-54,699
995
$473K 0.01%
+28,695
996
$473K 0.01%
13,736
-2,351
997
$471K 0.01%
30,916
+2,688
998
$470K 0.01%
46,974
+4,224
999
$469K 0.01%
73,256
+6,528
1000
$469K 0.01%
1,939
+280
38 39
40
41 42