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
1051
$751K 0.01%
53,745
+2,569
1052
$749K 0.01%
+4,437
1053
$748K 0.01%
22,131
+1,633
1054
$741K 0.01%
48,956
-6,870
1055
$740K 0.01%
32,467
+1,473
1056
$740K 0.01%
46,769
-17,286
1057
$736K 0.01%
43,740
+2,083
1058
$731K 0.01%
+57,928
1059
$729K 0.01%
+18,424
1060
$723K 0.01%
51,623
+2,435
1061
$716K 0.01%
56,961
+2,756
1062
$714K 0.01%
10,738
+451
1063
$714K 0.01%
10,568
+1,064
1064
$713K 0.01%
60,244
-12,877
1065
$712K 0.01%
60,924
+2,876
1066
$708K 0.01%
163,076
+86,531
1067
$708K 0.01%
7,267
+2,338
1068
$703K 0.01%
95,590
+4,579
1069
$693K 0.01%
60,164
+2,779
1070
$692K 0.01%
8,664
+2,272
1071
$687K 0.01%
+16,666
1072
$683K 0.01%
46,191
+2,188
1073
$664K 0.01%
25,278
+1,195
1074
$662K 0.01%
34,558
-1,279
1075
$661K 0.01%
600,757
+29,217
41 42
43
44 45