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
$5.54B
AUM Growth
+$1.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,466
New
Increased
Reduced
Closed

Top Buys

1
+$63.1M
2
+$51.8M
3
+$44.1M
4
VV icon
Vanguard Large-Cap ETF
VV
+$41M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$39.9M

Top Sells

1
+$33.3M
2
+$23.1M
3
+$15.9M
4
MTH icon
Meritage Homes
MTH
+$13M
5
DG icon
Dollar General
DG
+$10.5M

Sector Composition

1 Energy 14.06%
2 Technology 12.86%
3 Consumer Discretionary 11.3%
4 Financials 10.79%
5 Industrials 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$234K ﹤0.01%
+3,003
1277
$233K ﹤0.01%
+585
1278
$232K ﹤0.01%
+1,765
1279
$232K ﹤0.01%
12,645
+919
1280
$232K ﹤0.01%
+10,931
1281
$232K ﹤0.01%
4,752
+606
1282
$229K ﹤0.01%
39,666
+2,975
1283
$223K ﹤0.01%
+1,176
1284
$221K ﹤0.01%
+11,068
1285
$220K ﹤0.01%
+796
1286
$218K ﹤0.01%
+5,780
1287
$218K ﹤0.01%
1,638
-1,927
1288
$218K ﹤0.01%
83,712
+6,300
1289
$218K ﹤0.01%
5,996
-2,399
1290
$216K ﹤0.01%
+9,919
1291
$215K ﹤0.01%
+2,980
1292
$215K ﹤0.01%
+1,493
1293
$212K ﹤0.01%
+3,293
1294
$212K ﹤0.01%
66,935
+5,042
1295
$208K ﹤0.01%
+10,416
1296
$208K ﹤0.01%
+2,383
1297
$208K ﹤0.01%
17,415
-8,402
1298
$206K ﹤0.01%
+2,477
1299
$205K ﹤0.01%
19,536
+1,400
1300
$205K ﹤0.01%
1,694
-7,019
50 51
52
53 54