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
151
$1.1M 0.14%
16,897
+2,348
152
$1.07M 0.14%
12,706
+1,739
153
$989K 0.13%
+3,589
154
$898K 0.11%
+26,202
155
$860K 0.11%
+15,094
156
$831K 0.11%
+43,328
157
$735K 0.09%
22,975
-14,033
158
$720K 0.09%
11,821
-7,328
159
$667K 0.08%
10,574
-7,902
160
$630K 0.08%
+13,991
161
$618K 0.08%
+25,647
162
$605K 0.08%
5,775
-2,368
163
$605K 0.08%
+6,262
164
$600K 0.08%
24,980
-2,300
165
$592K 0.08%
+1,120
166
$553K 0.07%
+1,988
167
$553K 0.07%
+6,934
168
$553K 0.07%
+8,722
169
$544K 0.07%
+26,322
170
$513K 0.07%
+934
171
$512K 0.07%
+23,061
172
$499K 0.06%
+2,176
173
$468K 0.06%
2,720
-5,100
174
$431K 0.05%
+2,240
175
$423K 0.05%
+1,773
5 6
7
8 9