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
626
$2.52M 0.04%
25,149
+8,216
627
$2.52M 0.04%
13,426
+268
628
$2.52M 0.04%
21,176
+513
629
$2.51M 0.04%
18,598
+4,410
630
$2.51M 0.04%
75,233
+3,617
631
$2.5M 0.04%
363,877
+56,908
632
$2.5M 0.04%
93,354
+4,497
633
$2.5M 0.04%
12,398
+4,837
634
$2.49M 0.04%
+4,866
635
$2.49M 0.04%
58,581
-15,815
636
$2.48M 0.04%
160,706
-45,639
637
$2.48M 0.04%
78,013
+3,763
638
$2.47M 0.04%
5,685
-20,639
639
$2.47M 0.04%
+5,808
640
$2.47M 0.04%
290,989
+932
641
$2.47M 0.04%
118,413
+5,719
642
$2.47M 0.04%
55,476
+2,659
643
$2.45M 0.04%
64,629
+14,115
644
$2.45M 0.04%
153,834
+90,091
645
$2.45M 0.04%
320,079
+15,473
646
$2.44M 0.04%
166,977
+8,104
647
$2.43M 0.04%
12,139
+4,985
648
$2.43M 0.04%
184,854
+4,514
649
$2.41M 0.04%
37,814
+121
650
$2.41M 0.04%
133,122
+6,444
24 25
26
27 28