EF

Empowered Funds Portfolio holdings

AUM $15.7B
1-Year Est. Return 34.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.9B
AUM Growth
+$1.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,971
New
Increased
Reduced
Closed

Top Buys

1 +$74.5M
2 +$46.1M
3 +$39M
4
AAPL icon
Apple
AAPL
+$33.4M
5
LRCX icon
Lam Research
LRCX
+$30.8M

Sector Composition

1 Technology 22%
2 Financials 14.22%
3 Consumer Discretionary 11.33%
4 Industrials 10.31%
5 Energy 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$6.51M 0.07%
140,968
-27,010
402
$6.49M 0.07%
282,774
-31,824
403
$6.48M 0.07%
32,759
-36,088
404
$6.44M 0.07%
338,330
-5,746
405
$6.39M 0.06%
211,381
-42,118
406
$6.38M 0.06%
279,063
+93,192
407
$6.37M 0.06%
194,499
+6,046
408
$6.33M 0.06%
208,446
+21,694
409
$6.29M 0.06%
31,745
+7,616
410
$6.23M 0.06%
582,910
-83,857
411
$6.23M 0.06%
502,555
+119,214
412
$6.22M 0.06%
737,172
-134,628
413
$6.17M 0.06%
+139,598
414
$6.17M 0.06%
1,892,934
+1,843,161
415
$6.11M 0.06%
47,142
+15,670
416
$6.11M 0.06%
+183,047
417
$6.09M 0.06%
153,638
-44,108
418
$6.08M 0.06%
19,639
+110
419
$6.07M 0.06%
25,368
+345
420
$6.04M 0.06%
+206,735
421
$6M 0.06%
197,606
+12,061
422
$5.94M 0.06%
+229,875
423
$5.94M 0.06%
+24,532
424
$5.89M 0.06%
+132,478
425
$5.89M 0.06%
18,547
-56,785