EF

Empowered Funds Portfolio holdings

AUM $9.9B
1-Year Est. Return 22.33%
This Quarter Est. Return
1 Year Est. Return
+22.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.7B
AUM Growth
+$979M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
572
New
Increased
Reduced
Closed

Top Buys

1
+$97.2M
2
+$90.5M
3
+$58.4M
4
MPC icon
Marathon Petroleum
MPC
+$24.8M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$24.8M

Top Sells

1
+$11.6M
2
+$11.6M
3
+$8.4M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$7.34M
5
SJB icon
ProShares Short High Yield
SJB
+$6.24M

Sector Composition

1 Energy 30.45%
2 Technology 11.5%
3 Consumer Discretionary 7.94%
4 Healthcare 6.1%
5 Financials 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$725K 0.04%
+32,494
352
$714K 0.04%
+14,194
353
$709K 0.04%
+41,854
354
$707K 0.04%
+7,632
355
$700K 0.04%
+2,140
356
$695K 0.04%
+1,956
357
$686K 0.04%
2,998
+64
358
$682K 0.04%
+14,863
359
$681K 0.04%
+9,376
360
$680K 0.04%
+8,910
361
$652K 0.04%
+23,163
362
$650K 0.04%
3,399
+1,196
363
$649K 0.04%
+2,664
364
$647K 0.04%
7,400
+91
365
$642K 0.04%
+61,223
366
$642K 0.04%
1,440
+499
367
$638K 0.04%
+7,916
368
$637K 0.04%
+5,107
369
$636K 0.04%
+17,799
370
$636K 0.04%
6,103
+1,954
371
$635K 0.04%
+11,064
372
$634K 0.04%
3,150
+1,123
373
$622K 0.04%
9,045
+182
374
$612K 0.04%
+5,187
375
$609K 0.04%
+16,414
13 14
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