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
101
$2.04M 0.26%
16,413
+833
102
$2.03M 0.26%
+79,290
103
$2.02M 0.26%
+10,645
104
$1.96M 0.25%
+8,626
105
$1.95M 0.25%
8,001
-239
106
$1.94M 0.25%
+16,658
107
$1.94M 0.25%
+51,581
108
$1.92M 0.24%
51,634
+17,215
109
$1.91M 0.24%
+31,905
110
$1.9M 0.24%
+48,345
111
$1.89M 0.24%
+90,280
112
$1.89M 0.24%
+32,956
113
$1.89M 0.24%
+20,531
114
$1.88M 0.24%
+10,866
115
$1.84M 0.23%
+16,759
116
$1.83M 0.23%
+9,494
117
$1.82M 0.23%
+15,643
118
$1.82M 0.23%
+12,446
119
$1.8M 0.23%
+52,301
120
$1.77M 0.23%
+66,367
121
$1.76M 0.22%
+26,116
122
$1.76M 0.22%
+4,998
123
$1.76M 0.22%
+38,034
124
$1.76M 0.22%
+40,389
125
$1.74M 0.22%
+49,499
3 4
5
6 7