Empowered Funds, LLC
Institutional investor · Portfolio as of Q3 2019
Top Holdings94 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
EA SERIES TRUST | 878,450 | $22.5M | 9.8% | $21.31 | -0.09% | 3 qtrssince 2019-Q1 | Decreased 0 |
EA SERIES TRUST | 829,686 | $22.3M | 9.7% | $21.17 | -2.79% | 3 qtrssince 2019-Q1 | Decreased 0 |
EA SERIES TRUST | 641,256 | $19.3M | 8.4% | $28.14 | +0.71% | 3 qtrssince 2019-Q1 | Decreased 0 |
EA SERIES TRUST | 666,081 | $18.6M | 8.1% | $25.35 | -2.80% | 3 qtrssince 2019-Q1 | Decreased 0 |
TAPESTRY INC | 104,438 | $2.7M | 1.2% | $25.44 | -12.17% | 2 qtrssince 2019-Q2 | Increased 56 |
URBAN OUTFITTERS INC | 94,143 | $2.6M | 1.2% | $28.95 | -9.48% | 3 qtrssince 2019-Q1 | Increased 42 |
HOLLYFRONTIER CORP | 47,186 | $2.5M | 1.1% | — | — | 3 qtrssince 2019-Q1 | Decreased 0 |
FOOT LOCKER INC | 58,623 | $2.5M | 1.1% | — | — | 3 qtrssince 2019-Q1 | Increased 46 |
HANESBRANDS INC | 162,080 | $2.5M | 1.1% | — | — | 1 qtr | New 60 |
BRUNSWICK CORP | 46,987 | $2.4M | 1.1% | $45.90 | 0.00% | 1 qtr | New 60 |
ABBVIE INC | 32,296 | $2.4M | 1.1% | $56.85 | 0.00% | 1 qtr | New 60 |
BORGWARNER INC | 65,974 | $2.4M | 1.1% | $30.22 | -3.72% | 3 qtrssince 2019-Q1 | Increased 48 |
STEEL DYNAMICS INC | 79,852 | $2.4M | 1.0% | $26.45 | -1.89% | 2 qtrssince 2019-Q2 | Decreased 0 |
CUMMINS INC | 14,616 | $2.4M | 1.0% | $133.12 | +3.61% | 3 qtrssince 2019-Q1 | Increased 43 |
HERBALIFE LTD | 62,410 | $2.4M | 1.0% | $38.30 | 0.00% | 1 qtr | New 60 |
RALPH LAUREN CORP | 24,456 | $2.3M | 1.0% | $96.86 | -13.43% | 2 qtrssince 2019-Q2 | Increased 51 |
INTEL CORP | 45,214 | $2.3M | 1.0% | $41.71 | +6.81% | 2 qtrssince 2019-Q2 | Decreased 0 |
CONOCOPHILLIPS | 40,833 | $2.3M | 1.0% | $46.14 | 0.00% | 1 qtr | New 60 |
BEST BUY CO INC | 33,721 | $2.3M | 1.0% | $54.74 | -2.48% | 3 qtrssince 2019-Q1 | Decreased 0 |
INTERNATIONAL PAPER CO | 55,529 | $2.3M | 1.0% | $32.05 | -6.98% | 3 qtrssince 2019-Q1 | Increased 46 |
Empowered Funds, LLC manages $229.7M across 94 positions as of Q3 2019. Top holdings: IMOM (9.8%), IVAL (9.7%), QMOM (8.4%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 1/5.0.
Active quarter - 37 new positions, 37 exits, 23 increased. Top move: HBI (NEW, conviction 60). Portfolio: $230M across 94 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer