Empowered Funds, LLC
Institutional investor · Portfolio as of Q4 2019
Top Holdings102 positions
EA SERIES TRUST | 1.7M | $46.5M | 8.9% | $21.97 | +3.17% | 4 qtrssince 2019-Q1 | Increased 91 |
EA SERIES TRUST | 1.4M | $41.1M | 7.9% | $21.37 | +4.51% | 4 qtrssince 2019-Q1 | Increased 83 |
ALPHA ARCHITECT U.S. QUANTITATIVE MOMENTUM ETF | 1.1M | $36.4M | 7.0% | $29.27 | +5.13% | 4 qtrssince 2019-Q1 | Increased 85 |
ALPHA ARCHITECT US QUANTITATIVE VALUE ETF | 1M | $31.9M | 6.1% | $25.79 | +4.90% | 4 qtrssince 2019-Q1 | Increased 80 |
| 129,279 | $6.4M | 1.2% | — | — | 1 qtr | New 62 | |
LEAR CORP | 42,024 | $5.8M | 1.1% | $116.91 | +2.27% | 4 qtrssince 2019-Q1 | Increased 69 |
MACYS INC | 336,524 | $5.7M | 1.1% | $13.35 | 0.00% | 1 qtr | New 62 |
URBAN OUTFITTERS INC COM | 205,844 | $5.7M | 1.1% | $28.33 | -1.97% | 4 qtrssince 2019-Q1 | Increased 69 |
KOHLS CORP | 108,924 | $5.6M | 1.1% | $34.89 | +1.66% | 2 qtrssince 2019-Q3 | Increased 69 |
ROBERT HALF INTL INC | 87,238 | $5.5M | 1.1% | $49.41 | +6.78% | 2 qtrssince 2019-Q3 | Increased 69 |
TIMKEN CO | 96,734 | $5.4M | 1.0% | $50.71 | 0.00% | 1 qtr | New 62 |
Tapestry Inc | 201,532 | $5.4M | 1.0% | $24.28 | -4.15% | 3 qtrssince 2019-Q2 | Increased 68 |
| 104,818 | $5.4M | 1.0% | — | — | 4 qtrssince 2019-Q1 | Increased 69 | |
ACUITY BRANDS INC | 39,040 | $5.4M | 1.0% | $135.12 | 0.00% | 1 qtr | New 62 |
VIACOMCBS INC | 127,172 | $5.3M | 1.0% | — | — | 1 qtr | New 62 |
OSHKOSH CORP | 56,364 | $5.3M | 1.0% | $84.88 | 0.00% | 1 qtr | New 62 |
MANPOWERGROUP INC | 54,702 | $5.3M | 1.0% | $70.64 | +8.80% | 4 qtrssince 2019-Q1 | Increased 69 |
SPIRIT AIRLS INC | 131,616 | $5.3M | 1.0% | — | — | 1 qtr | New 62 |
DELTA AIR LINES INC DEL | 89,968 | $5.3M | 1.0% | $56.35 | +0.58% | 2 qtrssince 2019-Q3 | Increased 69 |
HP INC | 254,922 | $5.2M | 1.0% | $16.10 | 0.00% | 1 qtr | New 62 |
Empowered Funds, LLC manages $520.3M across 102 positions as of Q4 2019. Top holdings: IMOM (8.9%), IVAL (7.9%), QMOM (7.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 1/5.0.
Active quarter - 53 new positions, 45 exits, 49 increased. Top move: IMOM (INCREASED, conviction 91). Portfolio: $520M across 102 positions.
Top holdings by portfolio weight
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Position Outcomes
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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
Verify source filings on SEC EDGAR