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
$9.9B
AUM Growth
+$1.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,971
New
Increased
Reduced
Closed

Top Buys

1 +$75.6M
2 +$49.3M
3 +$44.4M
4
LRCX icon
Lam Research
LRCX
+$39M
5
AMZN icon
Amazon
AMZN
+$37.8M

Sector Composition

1 Technology 22.04%
2 Financials 14.22%
3 Consumer Discretionary 11.33%
4 Industrials 10.23%
5 Energy 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DLX icon
501
Deluxe
DLX
$1.02B
$4.76M 0.05%
245,798
+4,751
LYFT icon
502
Lyft
LYFT
$7.66B
$4.73M 0.05%
214,944
+106,738
TLT icon
503
iShares 20+ Year Treasury Bond ETF
TLT
$48.4B
$4.73M 0.05%
53,093
+44,943
GRMN icon
504
Garmin
GRMN
$39.8B
$4.7M 0.05%
19,099
+1,855
AME icon
505
Ametek
AME
$46.5B
$4.69M 0.05%
24,931
+5,532
TRMK icon
506
Trustmark
TRMK
$2.44B
$4.69M 0.05%
+118,318
BWA icon
507
BorgWarner
BWA
$9.52B
$4.68M 0.05%
106,402
+84,440
TBLA icon
508
Taboola.com
TBLA
$1.14B
$4.68M 0.05%
1,371,568
+117,920
MC icon
509
Moelis & Co
MC
$5.13B
$4.67M 0.05%
65,419
+14,682
MELI icon
510
Mercado Libre
MELI
$97.1B
$4.66M 0.05%
1,995
+1,027
GCT icon
511
GigaCloud Technology
GCT
$1.48B
$4.64M 0.05%
163,485
-38,471
BAR icon
512
GraniteShares Gold Shares
BAR
$1.46B
$4.64M 0.05%
+121,923
UPBD icon
513
Upbound Group
UPBD
$1.04B
$4.64M 0.05%
+196,267
WEX icon
514
WEX
WEX
$5.23B
$4.62M 0.05%
29,344
+25,513
WSM icon
515
Williams-Sonoma
WSM
$22.1B
$4.6M 0.05%
23,557
-25,028
REX icon
516
REX American Resources
REX
$1.09B
$4.6M 0.05%
150,336
-10,192
CRWD icon
517
CrowdStrike
CRWD
$118B
$4.6M 0.05%
9,386
+2,581
DEC
518
Diversified Energy Company
DEC
$1.07B
$4.55M 0.05%
324,760
+37,524
FDX icon
519
FedEx
FDX
$66.6B
$4.53M 0.05%
19,211
-16,365
VST icon
520
Vistra
VST
$54.2B
$4.53M 0.05%
23,117
+3,653
BPOP icon
521
Popular Inc
BPOP
$8.12B
$4.5M 0.05%
35,467
+16,633
SPB icon
522
Spectrum Brands
SPB
$1.41B
$4.5M 0.05%
85,597
+3,376
ICE icon
523
Intercontinental Exchange
ICE
$91.3B
$4.49M 0.05%
26,664
+6,448
TWI icon
524
Titan International
TWI
$528M
$4.45M 0.05%
589,202
+248,932
BIDU icon
525
Baidu
BIDU
$41.1B
$4.43M 0.04%
+33,609