Empowered Funds, LLC
Institutional investor · Portfolio as of Q4 2019
Top Holdings102 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
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% | $21.80 | +4.29% | 4 qtrssince 2019-Q1 | Increased 83 |
EA SERIES TRUST | 1.1M | $36.4M | 7.0% | $29.27 | +5.13% | 4 qtrssince 2019-Q1 | Increased 85 |
EA SERIES TRUST | 1M | $31.9M | 6.1% | $26.07 | +4.83% | 4 qtrssince 2019-Q1 | Increased 80 |
| 129,279 | $6.4M | 1.2% | — | — | 1 qtr | New 62 | |
LEAR CORP | 42,024 | $5.8M | 1.1% | $119.43 | +2.57% | 4 qtrssince 2019-Q1 | Increased 69 |
MACYS INC | 336,524 | $5.7M | 1.1% | $13.54 | 0.00% | 1 qtr | New 62 |
URBAN OUTFITTERS INC | 205,844 | $5.7M | 1.1% | $28.20 | -2.23% | 4 qtrssince 2019-Q1 | Increased 69 |
KOHLS CORP | 108,924 | $5.6M | 1.1% | $35.61 | +1.40% | 2 qtrssince 2019-Q3 | Increased 69 |
ROBERT HALF 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% | $24.34 | -4.84% | 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 |
PARAMOUNT GLOBAL | 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 WIS | 54,702 | $5.3M | 1.0% | $72.34 | +8.99% | 4 qtrssince 2019-Q1 | Increased 69 |
SPIRIT AIRLS INC | 131,616 | $5.3M | 1.0% | — | — | 1 qtr | New 62 |
DELTA AIR LINES INC | 89,968 | $5.3M | 1.0% | $56.35 | +0.58% | 2 qtrssince 2019-Q3 | Increased 69 |
HEWLETT-PACKARD CO | 254,922 | $5.2M | 1.0% | $16.67 | 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: Momentum Trader. HoldingsIntel Rating: 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
Portfolio allocation by GICS sector
Behavioral investing profile
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