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
$522M
AUM Growth
+$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$33.9M
2
+$15.8M
3
+$15.2M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$15M
5
SLV icon
iShares Silver Trust
SLV
+$11.3M

Top Sells

1
+$15.9M
2
+$10.6M
3
+$10.6M
4
ARKW icon
ARK Web x.0 ETF
ARKW
+$9.89M
5
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$9.85M

Sector Composition

1 Healthcare 11.21%
2 Consumer Discretionary 11.2%
3 Technology 7.87%
4 Consumer Staples 5.66%
5 Industrials 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-65,024
202
– –
-3,902
203
– –
-21,981
204
– –
-49,784
205
– –
-45,658
206
– –
-14,528
207
– –
-14,690
208
– –
-29,318
209
– –
-54,344
210
– –
-58,350
211
– –
-26,934
212
– –
-106,405
213
– –
-45,588
214
– –
-17,545
215
– –
-61,588
216
– –
-10,060
217
– –
-51,085
218
– –
-25,554
219
– –
-175,452
220
– –
-36,990
221
– –
-17,150
222
– –
-47,269
223
– –
-30,259
224
– –
-125,320
225
– –
-1,205
6 7 8
9
10