EF
Empowered Funds Portfolio holdings
AUM
$9.9B
1-Year Est. Return
22.33%
1 Year Est. Return
+22.33%
AUM
$8.83B
AUM Growth
+$1.81B
(+26%)
Holding
1,874
Top Buys
| 1 | +$74.4M | |
| 2 | +$44.8M | |
| 3 | +$37.1M | |
| 4 |
Amazon
AMZN
|
+$36.1M |
| 5 |
Netflix
NFLX
|
+$30.2M |
Top Sells
| 1 | +$31.3M | |
| 2 | +$21.3M | |
| 3 | +$15.9M | |
| 4 |
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
|
+$15.7M |
| 5 |
VanEck Morningstar Wide Moat ETF
MOAT
|
+$14.3M |
Sector Composition
| 1 | Technology | 18.93% |
| 2 | Financials | 12.54% |
| 3 | Consumer Discretionary | 11.06% |
| 4 | Industrials | 10.44% |
| 5 | Energy | 10.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
601
Brown & Brown
BRO
$27.6B
| $3.27M | 0.04% |
29,519
-14,810
|
|
||
602
MetLife
MET
$51.8B
| $3.27M | 0.04% |
40,666
+7,288
|
|
||
603
First Solar
FSLR
$27.2B
| $3.27M | 0.04% |
19,743
-55,114
|
|
||
604
Heritage Insurance Holdings
HRTG
$963M
| $3.27M | 0.04% |
130,957
+6,098
|
|
||
605
PROG Holdings
PRG
$1.1B
| $3.27M | 0.04% |
+111,277
|
|
||
606
Amalgamated Financial
AMAL
$842M
| $3.26M | 0.04% |
104,505
+3,123
|
|
||
607
Stride
LRN
$2.81B
| $3.22M | 0.04% |
22,149
+3,947
|
|
||
608
Workday
WDAY
$61.6B
| $3.21M | 0.04% |
13,381
+2,239
|
|
||
609
Kraft Heinz
KHC
$29.4B
| $3.21M | 0.04% |
124,244
+12,311
|
|
||
610
Vodafone
VOD
$29.4B
| $3.19M | 0.04% |
299,377
+2,796
|
|
||
611
Verint Systems
VRNT
$1.23B
| $3.19M | 0.04% |
+162,141
|
|
||
612
Univest Financial
UVSP
$876M
| $3.17M | 0.04% |
105,674
+3,157
|
|
||
613
South Plains Financial
SPFI
$614M
| $3.17M | 0.04% |
88,079
-1,166
|
|
||
614
Quest Diagnostics
DGX
$20.8B
| $3.16M | 0.04% |
17,610
+5,101
|
|
||
615
Moelis & Co
MC
$4.69B
| $3.16M | 0.04% |
50,737
+7,909
|
|
||
616
Old Second Bancorp
OSBC
$971M
| $3.16M | 0.04% |
178,125
+10,218
|
|
||
617
Heartland Express
HTLD
$582M
| $3.15M | 0.04% |
364,645
+11,228
|
|
||
618
Clearwater Paper
CLW
$293M
| $3.14M | 0.04% |
115,440
+125
|
|
||
619
Boyd Gaming
BYD
$6.23B
| $3.14M | 0.04% |
40,118
+32,254
|
|
||
620
GSK
GSK
$94.8B
| $3.13M | 0.04% |
81,442
+2,268
|
|
||
621
Ecovyst
ECVT
$976M
| $3.11M | 0.04% |
378,395
+34,365
|
|
||
622
OceanFirst Financial
OCFC
$1.03B
| $3.11M | 0.04% |
176,479
+35,998
|
|
||
623
American Public Education
APEI
$622M
| $3.1M | 0.04% |
101,720
+4,426
|
|
||
624
Cabot Corp
CBT
$3.26B
| $3.1M | 0.04% |
41,306
+13,144
|
|
||
625
iShares MSCI Europe Financials ETF
EUFN
$4.54B
| $3.09M | 0.04% |
97,689
+43,565
|
|