EF

Empowered Funds Portfolio holdings

AUM $8.83B
1-Year Est. Return 18.13%
This Quarter Est. Return
1 Year Est. Return
+18.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$788M
AUM Growth
+$266M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$33.9M
2
+$26.8M
3
+$24.4M
4
FXO icon
First Trust Financials AlphaDEX Fund
FXO
+$24.2M
5
ARKW icon
ARK Web x.0 ETF
ARKW
+$20.6M

Top Sells

1
+$37.3M
2
+$16.1M
3
+$15.5M
4
AIA icon
iShares Asia 50 ETF
AIA
+$12.2M
5
EES icon
WisdomTree US SmallCap Earnings Fund
EES
+$11M

Sector Composition

1 Consumer Discretionary 15.99%
2 Healthcare 7.65%
3 Industrials 5.62%
4 Consumer Staples 3.48%
5 Technology 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.74M 0.22%
+5,014
127
$1.74M 0.22%
+13,305
128
$1.73M 0.22%
+28,173
129
$1.73M 0.22%
32,576
+10,401
130
$1.72M 0.22%
+19,033
131
$1.72M 0.22%
+77,410
132
$1.72M 0.22%
+3,095
133
$1.72M 0.22%
+12,224
134
$1.71M 0.22%
+31,643
135
$1.68M 0.21%
+61,899
136
$1.68M 0.21%
+30,999
137
$1.67M 0.21%
+33,430
138
$1.65M 0.21%
+32,944
139
$1.64M 0.21%
+15,466
140
$1.64M 0.21%
+51,262
141
$1.61M 0.21%
9,908
-2,990
142
$1.55M 0.2%
+41,844
143
$1.53M 0.19%
+5,419
144
$1.26M 0.16%
3,579
+1,017
145
$1.25M 0.16%
7,168
+2,187
146
$1.22M 0.16%
50,670
+118
147
$1.22M 0.15%
+17,551
148
$1.21M 0.15%
+157,605
149
$1.18M 0.15%
+8,402
150
$1.17M 0.15%
+28,279
4 5
6
7 8