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 10.8%
5 Industrials 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1376
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1377
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1379
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1382
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1385
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1387
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1388
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1390
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1391
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1392
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1393
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1394
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1395
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1396
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1400
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