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
826
$646K 0.02%
4,239
+901
827
$646K 0.02%
2,279
+499
828
$646K 0.02%
5,869
+1,271
829
$643K 0.02%
39,459
+3,160
830
$642K 0.02%
2,741
+466
831
$638K 0.02%
31,040
+2,528
832
$632K 0.02%
2,322
+464
833
$631K 0.02%
4,334
+105
834
$630K 0.02%
+5,823
835
$628K 0.02%
3,773
+555
836
$626K 0.02%
15,797
+1,264
837
$623K 0.02%
+12,660
838
$622K 0.02%
32,063
+2,528
839
$617K 0.02%
62,292
+5,056
840
$615K 0.02%
11,416
-13,572
841
$614K 0.02%
+5,647
842
$611K 0.02%
8,324
+204
843
$608K 0.02%
24,000
+1,896
844
$607K 0.02%
9,171
-290
845
$606K 0.02%
+8,102
846
$606K 0.02%
54,400
+4,424
847
$604K 0.02%
31,052
+15,416
848
$602K 0.02%
55,000
+4,424
849
$601K 0.02%
188,950
+15,484
850
$599K 0.02%
38,800
+3,160
32 33
34
35 36