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 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$1.46M 0.02%
+47,518
852
$1.46M 0.02%
5,404
+2,491
853
$1.45M 0.02%
31,448
+1,485
854
$1.45M 0.02%
202,386
+97,792
855
$1.45M 0.02%
26,004
+9,026
856
$1.45M 0.02%
+15,711
857
$1.45M 0.02%
215,905
+10,532
858
$1.45M 0.02%
2,782
+674
859
$1.45M 0.02%
172,069
+8,327
860
$1.44M 0.02%
91,513
+4,496
861
$1.44M 0.02%
32,023
-177,659
862
$1.44M 0.02%
55,189
+26,889
863
$1.43M 0.02%
36,946
+1,728
864
$1.43M 0.02%
+35,715
865
$1.43M 0.02%
+24,887
866
$1.42M 0.02%
166,538
+8,108
867
$1.42M 0.02%
85,765
+4,128
868
$1.41M 0.02%
11,226
+1,132
869
$1.41M 0.02%
44,937
+2,141
870
$1.41M 0.02%
60,114
+2,591
871
$1.4M 0.02%
45,790
+2,157
872
$1.4M 0.02%
15,314
+10,560
873
$1.4M 0.02%
9,054
+3,041
874
$1.4M 0.02%
24,288
+18,059
875
$1.39M 0.02%
90,118
-5,618
33 34
35
36 37