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
351
$5.52M 0.08%
928,958
+45,468
352
$5.51M 0.08%
26,010
-9,425
353
$5.48M 0.08%
48,458
-3,913
354
$5.42M 0.08%
67,267
+3,240
355
$5.37M 0.08%
86,679
-19,679
356
$5.34M 0.08%
309,891
+15,109
357
$5.3M 0.08%
431,536
+21,082
358
$5.26M 0.08%
47,636
+6,536
359
$5.23M 0.08%
231,624
+11,233
360
$5.23M 0.08%
136,854
+6,620
361
$5.2M 0.08%
485,668
+23,633
362
$5.18M 0.08%
+59,341
363
$5.18M 0.08%
554,873
+27,086
364
$5.16M 0.08%
61,364
+7,176
365
$5.16M 0.08%
352,753
+17,092
366
$5.15M 0.08%
377,832
+198,052
367
$5.14M 0.08%
313,768
+15,240
368
$5.11M 0.07%
910,122
+69,318
369
$5.11M 0.07%
35,753
-9,641
370
$5.09M 0.07%
24,492
+12,195
371
$5.02M 0.07%
3,242,409
+158,138
372
$5.02M 0.07%
538,485
+419,437
373
$5.01M 0.07%
37,285
+6,307
374
$5.01M 0.07%
+44,388
375
$5M 0.07%
264,933
+13,188
13 14
15
16 17