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
451
$3.94M 0.06%
243,973
+11,883
452
$3.93M 0.06%
38,039
+3,454
453
$3.9M 0.06%
16,634
-211
454
$3.89M 0.06%
346,271
+90,100
455
$3.88M 0.06%
33,253
+7,276
456
$3.88M 0.06%
+55,194
457
$3.86M 0.06%
18,699
-23,547
458
$3.84M 0.06%
68,338
+26,211
459
$3.83M 0.06%
56,810
-28,492
460
$3.83M 0.06%
+46,906
461
$3.82M 0.06%
55,962
+7,358
462
$3.81M 0.06%
9,050
+22
463
$3.81M 0.06%
289,042
-54,417
464
$3.81M 0.06%
30,269
+4,212
465
$3.8M 0.06%
178,009
+28,638
466
$3.8M 0.06%
41,165
+205
467
$3.79M 0.06%
31,155
+14,390
468
$3.77M 0.06%
+37,891
469
$3.75M 0.05%
202,607
+9,840
470
$3.75M 0.05%
268,861
+13,086
471
$3.74M 0.05%
127,884
-119,455
472
$3.73M 0.05%
95,359
+80,558
473
$3.71M 0.05%
263,961
+12,795
474
$3.7M 0.05%
262,481
-7,400
475
$3.69M 0.05%
+133,382
17 18
19
20 21