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
1251
$37.8K ﹤0.01%
49,091
+4,416
1252
$19.7K ﹤0.01%
50,587
+4,487
1253
$17.5K ﹤0.01%
17,536
+1,536
1254
$10.6K ﹤0.01%
+10,478
1255
– –
-34,647
1256
– –
-14,967
1257
– –
-73,502
1258
– –
-264,661
1259
– –
-46,979
1260
– –
-40,898
1261
– –
-6,681
1262
– –
-462,025
1263
– –
-14,678
1264
– –
-69,350
1265
– –
-2,301
1266
– –
-52,348
1267
– –
-48,443
1268
– –
-7,803
1269
– –
-15,344
1270
– –
-16,284
1271
– –
-18,445
1272
– –
-31,444
1273
– –
-11,472
1274
– –
-67,779
1275
– –
-33,795
49 50
51
52 53