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
1026
$612K 0.01%
10,620
+2,328
1027
$609K 0.01%
21,983
-4,798
1028
$609K 0.01%
84,296
-64,994
1029
$608K 0.01%
11,233
+3,663
1030
$608K 0.01%
32,100
+2,287
1031
$603K 0.01%
41,002
+3,416
1032
$602K 0.01%
367,110
+27,792
1033
$599K 0.01%
28,404
+2,100
1034
$598K 0.01%
29,027
+2,100
1035
$595K 0.01%
26,160
-3,765
1036
$594K 0.01%
7,189
+764
1037
$594K 0.01%
+5,925
1038
$592K 0.01%
54,340
+22,257
1039
$592K 0.01%
2,040
+324
1040
$591K 0.01%
22,092
+1,575
1041
$591K 0.01%
+25,160
1042
$589K 0.01%
48,365
+3,609
1043
$586K 0.01%
11,962
+875
1044
$584K 0.01%
47,925
+3,500
1045
$579K 0.01%
+13,387
1046
$579K 0.01%
42,419
-2,474
1047
$577K 0.01%
30,796
+2,275
1048
$577K 0.01%
21,257
+1,575
1049
$570K 0.01%
32,688
+2,450
1050
$569K 0.01%
24,741
+6,002
40 41
42
43 44