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
$2.84B
AUM Growth
+$1.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,192
New
Increased
Reduced
Closed

Top Buys

1
+$22.9M
2
+$17M
3
+$16M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$15.9M
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$15.8M

Top Sells

1
+$22.2M
2
+$16.3M
3
+$12.2M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$12.1M
5
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$11.7M

Sector Composition

1 Energy 19.98%
2 Financials 12.28%
3 Technology 11.57%
4 Industrials 10.94%
5 Consumer Discretionary 10.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$494K 0.02%
2,186
-3,506
827
$492K 0.02%
+39,484
828
$489K 0.02%
+46,942
829
$487K 0.02%
+31,549
830
$486K 0.02%
+32,506
831
$478K 0.02%
+170,054
832
$475K 0.02%
4,829
-4,547
833
$472K 0.02%
+18,870
834
$469K 0.02%
+66,546
835
$468K 0.02%
48,017
-585
836
$468K 0.02%
+17,103
837
$467K 0.02%
1,072
+430
838
$465K 0.02%
43,896
-2,088
839
$465K 0.02%
+53,577
840
$464K 0.02%
5,004
+123
841
$464K 0.02%
10,916
+3,958
842
$462K 0.02%
3,218
+1,052
843
$461K 0.02%
4,936
+450
844
$460K 0.02%
+6,754
845
$459K 0.02%
15,116
+7,623
846
$458K 0.02%
+93,109
847
$458K 0.02%
+16,908
848
$457K 0.02%
+22,504
849
$451K 0.02%
4,856
+1,782
850
$450K 0.02%
4,977
+1,643
32 33
34
35 36