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
476
$247K 0.01%
+1,094
477
$247K 0.01%
+2,435
478
$247K 0.01%
+8,229
479
$245K 0.01%
+6,958
480
$244K 0.01%
+1,330
481
$244K 0.01%
+1,151
482
$240K 0.01%
+4,375
483
$238K 0.01%
+2,151
484
$238K 0.01%
+4,200
485
$237K 0.01%
+537
486
$234K 0.01%
+16,954
487
$229K 0.01%
+928
488
$229K 0.01%
+93
489
$226K 0.01%
2,289
-8,680
490
$220K 0.01%
+2,665
491
$220K 0.01%
+1,435
492
$219K 0.01%
7,555
-895
493
$216K 0.01%
12,274
+46
494
$213K 0.01%
+2,342
495
$213K 0.01%
+634
496
$212K 0.01%
+1,939
497
$210K 0.01%
+1,266
498
$209K 0.01%
+1,136
499
$209K 0.01%
+1,192
500
$208K 0.01%
+4,689
18 19
20
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