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
876
$410K 0.01%
+20,968
877
$410K 0.01%
+22,484
878
$409K 0.01%
4,013
+1,578
879
$405K 0.01%
6,200
+2,123
880
$404K 0.01%
+4,870
881
$403K 0.01%
+5,439
882
$402K 0.01%
+11,930
883
$401K 0.01%
+12,351
884
$401K 0.01%
+1,782
885
$400K 0.01%
+37,182
886
$399K 0.01%
4,235
+1,570
887
$395K 0.01%
+38,619
888
$392K 0.01%
+9,013
889
$390K 0.01%
14,545
+3,439
890
$389K 0.01%
+1,917
891
$388K 0.01%
1,554
+466
892
$385K 0.01%
10,992
+4,034
893
$382K 0.01%
5,999
-51
894
$381K 0.01%
1,737
+669
895
$381K 0.01%
2,039
+773
896
$381K 0.01%
+20,465
897
$379K 0.01%
+60,378
898
$379K 0.01%
+22,727
899
$374K 0.01%
6,505
-12,950
900
$373K 0.01%
4,431
+2,089
34 35
36
37 38