Empowered Funds, LLC
Institutional investor · Portfolio as of Q1 2020
Top Holdings141 positions
EA SERIES TRUST | 2.4M | $59.7M | 13.3% | $20.78 | -15.53% | 5 qtrssince 2019-Q1 | Increased 75 |
EA SERIES TRUST | 1.2M | $31.3M | 7.0% | $21.37 | -25.80% | 5 qtrssince 2019-Q1 | Decreased 0 |
ALPHA ARCHITECT U.S. QUANTITATIVE MOMENTUM ETF | 978,654 | $29M | 6.5% | $29.27 | -12.88% | 5 qtrssince 2019-Q1 | Decreased 0 |
ALPHA ARCHITECT US QUANTITATIVE VALUE ETF | 912,253 | $23M | 5.1% | $25.79 | -37.33% | 5 qtrssince 2019-Q1 | Decreased 0 |
| 129,279 | $6.4M | 1.4% | — | — | 2 qtrssince 2019-Q4 | Unchanged 0 | |
VANGUARD WORLD FDS | 20,296 | $5M | 1.1% | $29.20 | -13.12% | 2 qtrssince 2019-Q4 | Unchanged 0 |
ISHARES MORNINGSTAR GROWTH ETF | 23,355 | $4.9M | 1.1% | $40.64 | -10.26% | 2 qtrssince 2019-Q4 | Unchanged 0 |
BIOGEN INC | 15,078 | $4.6M | 1.0% | $260.64 | +21.29% | 4 qtrssince 2019-Q2 | Decreased 0 |
GILEAD SCIENCES INC | 65,850 | $4.6M | 1.0% | $50.01 | +17.55% | 5 qtrssince 2019-Q1 | Decreased 0 |
AMERISOURCEBERGEN CORP | 52,139 | $4.5M | 1.0% | $70.53 | +7.40% | 2 qtrssince 2019-Q4 | Decreased 0 |
PACKAGING CORP AMER | 45,141 | $4.5M | 1.0% | $84.61 | -15.23% | 4 qtrssince 2019-Q2 | Decreased 0 |
ACUITY BRANDS INC | 39,763 | $4.4M | 1.0% | $134.19 | -37.43% | 2 qtrssince 2019-Q4 | Increased 38 |
ALTRIA GROUP INC | 98,296 | $4.4M | 1.0% | $29.50 | -20.39% | 2 qtrssince 2019-Q4 | Decreased 0 |
ROBERT HALF INTL INC | 85,740 | $4.3M | 1.0% | $49.41 | -31.15% | 3 qtrssince 2019-Q3 | Decreased 0 |
CUMMINS INC | 27,549 | $4.3M | 1.0% | $143.28 | -18.53% | 5 qtrssince 2019-Q1 | Decreased 0 |
BORGWARNER INC | 127,524 | $4.3M | 0.9% | $31.36 | -37.77% | 5 qtrssince 2019-Q1 | Increased 40 |
RELIANCE STEEL & ALUMINUM CO | 40,739 | $4.3M | 0.9% | $97.06 | -19.18% | 3 qtrssince 2019-Q3 | Decreased 0 |
ALLISON TRANSMISSION HLDGS I | 104,535 | $4.2M | 0.9% | $42.15 | -28.38% | 5 qtrssince 2019-Q1 | Decreased 0 |
INTERNATIONAL PAPER CO | 110,000 | $4.2M | 0.9% | $32.49 | -29.37% | 5 qtrssince 2019-Q1 | Increased 38 |
OMNICOM GROUP INC | 61,894 | $4.2M | 0.9% | $61.98 | -30.29% | 3 qtrssince 2019-Q3 | Decreased 0 |
Empowered Funds, LLC manages $449.6M across 141 positions as of Q1 2020. Top holdings: IMOM (13.3%), IVAL (7.0%), QMOM (6.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 1/5.0.
Active quarter - 39 new positions, 0 exits, 16 increased. Top move: IMOM (INCREASED, conviction 75). Portfolio: $450M across 141 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR