EF

Empowered Funds Portfolio holdings

AUM $5.89B
1-Year Est. Return 27.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.84B
AUM Growth
+$482M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,753
New
Increased
Reduced
Closed

Top Buys

1
+$67.5M
2
+$29.9M
3
+$24M
4
AAPL icon
Apple
AAPL
+$16.2M
5
GM icon
General Motors
GM
+$14.3M

Top Sells

1
+$72.8M
2
+$28.2M
3
+$27.1M
4
VST icon
Vistra
VST
+$17.5M
5
WSM icon
Williams-Sonoma
WSM
+$16.8M

Sector Composition

1 Technology 15.42%
2 Financials 13.25%
3 Consumer Discretionary 12.49%
4 Energy 12.02%
5 Industrials 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$6.95M 0.1%
123,282
+5,954
277
$6.93M 0.1%
586,354
+28,610
278
$6.9M 0.1%
112,479
+5,403
279
$6.84M 0.1%
15,391
+2,853
280
$6.83M 0.1%
282,247
+13,726
281
$6.82M 0.1%
95,190
+24,637
282
$6.81M 0.1%
51,466
-18,178
283
$6.79M 0.1%
713,643
+142,743
284
$6.73M 0.1%
104,366
+12,084
285
$6.72M 0.1%
171,378
+8,331
286
$6.71M 0.1%
151,900
+145,764
287
$6.66M 0.1%
33,824
-9,158
288
$6.66M 0.1%
+39,478
289
$6.6M 0.1%
81,822
-6,340
290
$6.6M 0.1%
487,568
+23,765
291
$6.54M 0.1%
39,575
+701
292
$6.53M 0.1%
208,151
+26,497
293
$6.52M 0.1%
202,140
+12,774
294
$6.5M 0.1%
97,411
+4,716
295
$6.49M 0.09%
12,938
-7,747
296
$6.47M 0.09%
136,305
+6,592
297
$6.43M 0.09%
+64,684
298
$6.43M 0.09%
84,969
+11,874
299
$6.42M 0.09%
34,666
-106,167
300
$6.4M 0.09%
+77,432
10 11
12
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