EF
Empowered Funds Portfolio holdings
AUM
$8.83B
1-Year Return
18.13%
This Quarter Return
+0.12%
1 Year Return
+18.13%
3 Year Return
+75.5%
5 Year Return
+177.49%
10 Year Return
–
AUM
$1.03B
AUM Growth
+$257M
(+33%)
Cap. Flow
+$268M
Cap. Flow
% of AUM
25.91%
Top 10 Holdings %
Top 10 Hldgs %
33.18%
Holding
391
New
126
Increased
143
Reduced
47
Closed
73
Top Buys
| 1 |
Exxon Mobil
XOM
|
$60.7M |
| 2 |
Chevron
CVX
|
$45.7M |
| 3 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$35.7M |
| 4 |
Vanguard Long-Term Treasury ETF
VGLT
|
$32.3M |
| 5 |
SPDR Portfolio Long Term Treasury ETF
SPTL
|
$28.8M |
Top Sells
Sector Composition
| 1 | Energy | 37.92% |
| 2 | Consumer Discretionary | 5.69% |
| 3 | Materials | 5.23% |
| 4 | Technology | 4.67% |
| 5 | Financials | 3.68% |
