Empowered Funds, LLC
Institutional investor · Portfolio as of Q4 2019
Top Holdings102 positions
EA SERIES TRUST | 857,708 | $23.3M | 8.4% | $21.31 | +6.38% | 4 qtrssince 2019-Q1 | Decreased 0 |
EA SERIES TRUST | 696,181 | $20.5M | 7.4% | $20.72 | +7.80% | 4 qtrssince 2019-Q1 | Decreased 0 |
EA SERIES TRUST | 561,693 | $18.2M | 6.6% | $28.14 | +9.35% | 4 qtrssince 2019-Q1 | Decreased 0 |
EA SERIES TRUST | 523,585 | $15.9M | 5.8% | $25.06 | +7.93% | 4 qtrssince 2019-Q1 | Decreased 0 |
| 129,279 | $6.4M | 2.3% | — | — | 1 qtr | New 70 | |
VANGUARD WORLD FD | 20,296 | $5M | 1.8% | $29.20 | 0.00% | 1 qtr | New 62 |
ISHARES TR | 23,355 | $4.9M | 1.8% | $40.54 | 0.00% | 1 qtr | New 61 |
INVESCO QQQ TR | 15,531 | $3.3M | 1.2% | $204.46 | 0.00% | 1 qtr | New 60 |
ISHARES TR | 12,173 | $3.2M | 1.2% | $41.93 | 0.00% | 1 qtr | New 60 |
INVESCO EXCHANGE TRADED FD T | 52,186 | $3.2M | 1.2% | $58.39 | 0.00% | 1 qtr | New 60 |
ISHARES TR | 24,314 | $3.1M | 1.1% | $101.22 | 0.00% | 1 qtr | New 60 |
ISHARES TR | 53,315 | $3.1M | 1.1% | $45.41 | 0.00% | 1 qtr | New 60 |
LEAR CORP | 21,012 | $2.9M | 1.0% | $114.26 | +4.64% | 4 qtrssince 2019-Q1 | Increased 45 |
MACYS INC | 168,262 | $2.9M | 1.0% | $13.35 | 0.00% | 1 qtr | New 60 |
URBAN OUTFITTERS INC | 102,922 | $2.9M | 1.0% | $28.89 | -3.87% | 4 qtrssince 2019-Q1 | Increased 45 |
KOHLS CORP | 54,462 | $2.8M | 1.0% | $34.31 | +3.38% | 2 qtrssince 2019-Q3 | Increased 49 |
ROBERT HALF INC. | 43,619 | $2.8M | 1.0% | $44.13 | +13.03% | 2 qtrssince 2019-Q3 | Increased 40 |
TIMKEN CO | 48,367 | $2.7M | 1.0% | $50.14 | 0.00% | 1 qtr | New 51 |
TAPESTRY INC | 100,766 | $2.7M | 1.0% | $25.22 | -7.71% | 3 qtrssince 2019-Q2 | Decreased 0 |
| 52,409 | $2.7M | 1.0% | — | — | 4 qtrssince 2019-Q1 | Increased 40 |
Empowered Funds, LLC manages $276.3M across 102 positions as of Q4 2019. Top holdings: IMOM (8.4%), IVAL (7.4%), QMOM (6.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 1/5.0.
Active quarter - 53 new positions, 45 exits, 29 increased. Top move: VGT (NEW, conviction 62). Portfolio: $276M 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
Verify source filings on SEC EDGAR