Empowered Funds, LLC
Institutional investor · Portfolio as of Q4 2020
Top Holdings162 positions
VanEck ETF Trust SEMICONDUCTOR ETF | 170,910 | $37.3M | 7.2% | $105.69 | 0.00% | 1 qtr | New 90 |
Invesco QQQ Trust, Series 1 UNIT SER 1 | 55,327 | $17.4M | 3.3% | $268.62 | +13.06% | 5 qtrssince 2019-Q4 | Increased 84 |
EA SERIES TRUST | 490,181 | $16.9M | 3.2% | $20.78 | +40.98% | 8 qtrssince 2019-Q1 | Decreased 0 |
PIMCO 15 YEAR US TIPS INDEX EXCHANGE-TRADED FUND | 181,173 | $16.1M | 3.1% | $68.27 | 0.00% | 1 qtr | New 78 |
VanEck ETF Trust FALLEN ANGEL HIGH YIELD BOND ETF | 486,608 | $15.6M | 3.0% | $23.70 | 0.00% | 1 qtr | New 73 |
XTRACKERS USD HIGH YIELD CORPORATE BOND ETF | 309,138 | $15.5M | 3.0% | $29.03 | 0.00% | 1 qtr | New 73 |
ALPHA ARCHITECT U.S. QUANTITATIVE MOMENTUM ETF | 246,750 | $12.9M | 2.5% | $29.27 | +72.71% | 8 qtrssince 2019-Q1 | Decreased 0 |
EA SERIES TRUST | 470,392 | $12.9M | 2.5% | $21.37 | -0.65% | 8 qtrssince 2019-Q1 | Decreased 0 |
ISHARES ASIA 50 ETF | 140,020 | $12.2M | 2.3% | $77.29 | 0.00% | 1 qtr | New 72 |
ISHARES SILVER TRUST | 495,866 | $12.2M | 2.3% | $24.76 | 0.00% | 1 qtr | New 72 |
WISDOMTREE U.S. SMALLCAP FUND | 282,524 | $11M | 2.1% | $36.16 | 0.00% | 1 qtr | New 72 |
iShares Trust RUS 2000 VAL ETF | 83,361 | $11M | 2.1% | $119.84 | 0.00% | 1 qtr | New 72 |
ALPHA ARCHITECT US QUANTITATIVE VALUE ETF | 346,409 | $9.7M | 1.9% | $25.79 | -1.32% | 8 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE MSCI PACIFIC ETF | 96,936 | $6.2M | 1.2% | $54.09 | 0.00% | 1 qtr | New 62 |
SPDR GOLD SHARES | 31,757 | $5.7M | 1.1% | $177.70 | 0.00% | 1 qtr | New 62 |
DBX ETF TR | 135,489 | $5.4M | 1.0% | $36.49 | 0.00% | 1 qtr | New 62 |
VANECK JUNIOR GOLD MINERS ETF | 89,717 | $4.9M | 0.9% | $50.63 | 0.00% | 1 qtr | New 52 |
IROBOT CORP | 55,095 | $4.4M | 0.8% | $83.46 | 0.00% | 1 qtr | New 52 |
ISHARES GLOBAL CLEAN ENERGY ETF | 152,419 | $4.3M | 0.8% | $26.40 | 0.00% | 1 qtr | New 52 |
SCHWAB U.S. SMALL-CAP ETF | 46,102 | $4.1M | 0.8% | $20.80 | 0.00% | 1 qtr | New 52 |
Empowered Funds, LLC manages $522M across 162 positions as of Q4 2020. Top holdings: SMH (7.2%), QQQ (3.3%), IMOM (3.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 1/5.0.
Active quarter - 124 new positions, 67 exits, 15 increased. Top move: SMH (NEW, conviction 90). Portfolio: $522M across 162 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