EF

Empowered Funds Portfolio holdings

AUM $5.89B
1-Year Est. Return 27.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.24%
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
+$60M
2
+$49.8M
3
+$41.7M
4
VV icon
Vanguard Large-Cap ETF
VV
+$39.2M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$39M

Top Sells

1
+$33.3M
2
+$21.8M
3
+$15.1M
4
MTH icon
Meritage Homes
MTH
+$12M
5
DG icon
Dollar General
DG
+$9.53M

Sector Composition

1 Energy 14.06%
2 Technology 12.79%
3 Consumer Discretionary 11.3%
4 Financials 10.79%
5 Industrials 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$755K 0.01%
30,745
-1,823
977
$754K 0.01%
13,251
+875
978
$752K 0.01%
46,074
+3,434
979
$750K 0.01%
158,285
+11,900
980
$748K 0.01%
16,213
+1,225
981
$747K 0.01%
26,824
+1,925
982
$745K 0.01%
45,558
+3,325
983
$743K 0.01%
57,379
-33,838
984
$742K 0.01%
43,085
-214
985
$734K 0.01%
+40,561
986
$731K 0.01%
27,904
+2,100
987
$729K 0.01%
19,536
+1,400
988
$728K 0.01%
158,651
+11,900
989
$726K 0.01%
+69,231
990
$716K 0.01%
3,358
+577
991
$715K 0.01%
3,260
+1,008
992
$712K 0.01%
6,890
+615
993
$711K 0.01%
9,896
+1,970
994
$709K 0.01%
6,213
-403
995
$704K 0.01%
64,125
+4,725
996
$702K 0.01%
4,302
+175
997
$699K 0.01%
31,196
+19,611
998
$690K 0.01%
113,756
+8,575
999
$688K 0.01%
7,365
+1,901
1000
$684K 0.01%
+12,111
38 39
40
41 42