Empowered Funds, LLC
Institutional investor · Portfolio as of Q4 2020
Top Holdings162 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANECK SEMICONDUCTOR ETF | 170,910 | $37.3M | 7.2% | $105.69 | 0.00% | 1 qtr | New 90 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 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 | 486,608 | $15.6M | 3.0% | $23.70 | 0.00% | 1 qtr | New 73 |
DBX ETF TR | 309,138 | $15.5M | 3.0% | $29.03 | 0.00% | 1 qtr | New 73 |
EA SERIES TRUST | 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% | $21.80 | -0.20% | 8 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 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 TR | 282,524 | $11M | 2.1% | $36.16 | 0.00% | 1 qtr | New 72 |
ISHARES RUSSELL 2000 VALUE E | 83,361 | $11M | 2.1% | $119.84 | 0.00% | 1 qtr | New 72 |
EA SERIES TRUST | 346,409 | $9.7M | 1.9% | $26.07 | -1.11% | 8 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 96,936 | $6.2M | 1.2% | $54.09 | 0.00% | 1 qtr | New 62 |
SPDR GOLD TRUST | 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 ETF TRUST | 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 TR | 152,419 | $4.3M | 0.8% | $26.40 | 0.00% | 1 qtr | New 52 |
SCHWAB US 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: Momentum Trader. HoldingsIntel Rating: 1/5.0.
Active quarter - 124 new positions, 67 exits, 15 increased. Top move: SMH (NEW, conviction 90). Portfolio: $522M across 162 positions.
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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