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
876
$560K 0.02%
+19,545
877
$560K 0.02%
+32,242
878
$558K 0.02%
+16,192
879
$557K 0.02%
+6,104
880
$557K 0.02%
+34,636
881
$556K 0.02%
3,637
+471
882
$555K 0.02%
+21,854
883
$555K 0.02%
58,317
+4,740
884
$554K 0.02%
24,600
+1,896
885
$553K 0.02%
5,731
+754
886
$553K 0.02%
37,375
+3,002
887
$551K 0.02%
42,613
+3,476
888
$550K 0.02%
18,248
+521
889
$549K 0.02%
3,021
+115
890
$549K 0.02%
2,401
+578
891
$548K 0.02%
115,300
+9,480
892
$547K 0.02%
+4,170
893
$546K 0.02%
18,386
+2,193
894
$546K 0.02%
279,775
+22,910
895
$546K 0.02%
12,326
+2,121
896
$545K 0.02%
51,050
+4,108
897
$544K 0.02%
2,533
+347
898
$543K 0.02%
10,127
+790
899
$537K 0.02%
3,085
+835
900
$537K 0.02%
31,900
+2,528
34 35
36
37 38