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
$3.98B
AUM Growth
+$592M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,352
New
Increased
Reduced
Closed

Top Buys

1
+$33.4M
2
+$26.6M
3
+$22.5M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$12.2M
5
CSCO icon
Cisco
CSCO
+$11.6M

Top Sells

1
+$46.3M
2
+$46.2M
3
+$36.3M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$13.6M
5
LEN icon
Lennar Class A
LEN
+$9.49M

Sector Composition

1 Energy 16.57%
2 Financials 13.92%
3 Consumer Discretionary 13.54%
4 Technology 12.42%
5 Industrials 11.19%
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
– –
-15,221
1256
– –
-6,285
1257
– –
-1,864
1258
– –
-88,444
1259
– –
-3,773
1260
– –
-37,375
1261
– –
-31,315
1262
– –
-1,236
1263
– –
-152,957
1264
– –
-66,385
1265
– –
-157,837
1266
– –
-148,162
1267
– –
-15,193
1268
– –
-10,886
1269
– –
-20,567
1270
– –
-39,019
1271
– –
-37,582
1272
– –
-29,816
1273
– –
-30,577
1274
– –
-7,452
1275
– –
-24,068
49 50
51
52 53