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
$3.39B
AUM Growth
+$547M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,290
New
Increased
Reduced
Closed

Top Buys

1
+$50.2M
2
+$20.5M
3
+$13.8M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$13.7M
5
LEN icon
Lennar Class A
LEN
+$10.9M

Top Sells

1
+$22.4M
2
+$16M
3
+$15.9M
4
XHB icon
State Street SPDR S&P Homebuilders ETF
XHB
+$8.03M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$7.77M

Sector Composition

1 Energy 20.7%
2 Financials 12.27%
3 Consumer Discretionary 12.26%
4 Technology 10.8%
5 Industrials 10.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$1.43M 0.04%
169,836
+13,904
552
$1.41M 0.04%
44,433
-29,258
553
$1.4M 0.04%
95,375
+7,742
554
$1.39M 0.04%
16,284
+491
555
$1.39M 0.04%
54,075
+4,424
556
$1.37M 0.04%
17,020
-5,609
557
$1.37M 0.04%
14,637
-5,880
558
$1.37M 0.04%
33,290
+3,177
559
$1.37M 0.04%
135,950
+11,060
560
$1.37M 0.04%
33,856
+1,258
561
$1.37M 0.04%
83,845
+6,794
562
$1.37M 0.04%
311,166
+25,596
563
$1.36M 0.04%
7,115
-12,225
564
$1.36M 0.04%
5,341
+3,389
565
$1.36M 0.04%
6,156
-143
566
$1.36M 0.04%
23,761
+14,307
567
$1.36M 0.04%
13,965
+1,341
568
$1.35M 0.04%
20,255
+1,876
569
$1.35M 0.04%
24,563
+12,765
570
$1.35M 0.04%
15,851
+975
571
$1.34M 0.04%
128,250
+10,428
572
$1.34M 0.04%
305,571
+96,965
573
$1.33M 0.04%
93,600
+7,584
574
$1.33M 0.04%
160,375
+13,114
575
$1.33M 0.04%
158,850
+12,956
21 22
23
24 25