EF

Empowered Funds Portfolio holdings

AUM $9.9B
1-Year Est. Return 22.33%
This Quarter Est. Return
1 Year Est. Return
+22.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.39B
AUM Growth
+$547M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,290
New
Increased
Reduced
Closed

Top Buys

1
+$50.1M
2
+$20.5M
3
+$13.9M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$13.6M
5
LEN icon
Lennar Class A
LEN
+$10.1M

Top Sells

1
+$22.3M
2
+$16M
3
+$15.9M
4
AMR icon
Alpha Metallurgical Resources
AMR
+$7.98M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$7.76M

Sector Composition

1 Energy 20.7%
2 Consumer Discretionary 12.26%
3 Financials 12.25%
4 Technology 10.72%
5 Industrials 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$4.5M 0.13%
11,933
+5,590
202
$4.49M 0.13%
71,225
+5,664
203
$4.49M 0.13%
50,844
+3,841
204
$4.46M 0.13%
93,433
+5,556
205
$4.43M 0.13%
1,437
+1,179
206
$4.41M 0.13%
9,066
+7,773
207
$4.38M 0.13%
34,498
+32,562
208
$4.35M 0.13%
69,450
+11,870
209
$4.35M 0.13%
552,384
+118,918
210
$4.32M 0.13%
164,767
+13,430
211
$4.27M 0.13%
30,872
+6,909
212
$4.27M 0.13%
196,637
+16,116
213
$4.26M 0.13%
76,992
+2,459
214
$4.26M 0.13%
204,012
+46,510
215
$4.24M 0.12%
37,660
+20,651
216
$4.23M 0.12%
167,841
+126,491
217
$4.23M 0.12%
+105,818
218
$4.22M 0.12%
9,206
+1,960
219
$4.21M 0.12%
51,961
+3,548
220
$4.18M 0.12%
122,229
+29,883
221
$4.16M 0.12%
+10,993
222
$4.16M 0.12%
142,950
+11,692
223
$4.16M 0.12%
+390,977
224
$4.14M 0.12%
161,636
+13,272
225
$4.14M 0.12%
161,071
+103,979
7 8
9
10 11