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
1451
-14,980
1452
-386,859
1453
-23,487
1454
-5,991
1455
-197,493
1456
-36,781
1457
-47,238
1458
-121,469
1459
-16,467
1460
-171,219
1461
-43,473
1462
-48,334
1463
-206,516
1464
-79,114
1465
-172,141
1466
-31,665