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
426
$374K 0.02%
+17,287
427
$373K 0.02%
+1,767
428
$372K 0.02%
+5,349
429
$372K 0.02%
+11,727
430
$371K 0.02%
+451
431
$366K 0.02%
39,561
-136
432
$366K 0.02%
853
+132
433
$363K 0.02%
1,152
-8,517
434
$356K 0.02%
+1,859
435
$350K 0.02%
+48,602
436
$344K 0.02%
1,509
-19,622
437
$344K 0.02%
3,565
+1,124
438
$343K 0.02%
+1,200
439
$337K 0.02%
+1,736
440
$335K 0.02%
+2,052
441
$327K 0.02%
11,106
-55,030
442
$325K 0.02%
+451
443
$324K 0.02%
+4,390
444
$318K 0.02%
10,622
+3,606
445
$317K 0.02%
35,213
+570
446
$315K 0.02%
1,098
+376
447
$312K 0.02%
+3,268
448
$309K 0.02%
+979
449
$307K 0.02%
+1,240
450
$307K 0.02%
+3,582
16 17
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