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
901
$1.29M 0.02%
+8,355
902
$1.27M 0.02%
200,090
+9,627
903
$1.27M 0.02%
7,764
-2,277
904
$1.27M 0.02%
32,753
+6,291
905
$1.27M 0.02%
+13,902
906
$1.27M 0.02%
33,985
+25,030
907
$1.26M 0.02%
162,500
+6,950
908
$1.26M 0.02%
23,127
+1,079
909
$1.25M 0.02%
44,551
+1,445
910
$1.25M 0.02%
88,724
+4,215
911
$1.24M 0.02%
116,595
+59,477
912
$1.24M 0.02%
+24,399
913
$1.24M 0.02%
123,711
+4,830
914
$1.24M 0.02%
56,486
+2,713
915
$1.23M 0.02%
233,310
+11,180
916
$1.23M 0.02%
21,413
+5,918
917
$1.23M 0.02%
35,990
-189,252
918
$1.22M 0.02%
51,725
+2,441
919
$1.22M 0.02%
18,123
+1,991
920
$1.21M 0.02%
14,270
+1,165
921
$1.21M 0.02%
711
+14
922
$1.2M 0.02%
+15,173
923
$1.2M 0.02%
20,844
+945
924
$1.19M 0.02%
+6,290
925
$1.19M 0.02%
54,123
+2,599
35 36
37
38 39