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
176
$418K 0.05%
2,032
-9,609
177
$415K 0.05%
+1,920
178
$408K 0.05%
+2,752
179
$406K 0.05%
+4,867
180
$401K 0.05%
+2,432
181
$400K 0.05%
+1,254
182
$376K 0.05%
7,594
-3,040
183
$342K 0.04%
+2,800
184
$342K 0.04%
+1,728
185
$340K 0.04%
+5,119
186
$340K 0.04%
+3,040
187
$337K 0.04%
+2,907
188
$336K 0.04%
+7,040
189
$336K 0.04%
+384
190
$331K 0.04%
+1,664
191
$329K 0.04%
8,576
-81,349
192
$327K 0.04%
+4,672
193
$326K 0.04%
6,156
-54,832
194
$325K 0.04%
+6,272
195
$325K 0.04%
+5,790
196
$324K 0.04%
5,757
-49,336
197
$324K 0.04%
856
-6,947
198
$324K 0.04%
+5,184
199
$324K 0.04%
+3,584
200
$322K 0.04%
+1,792
6 7
8
9 10