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 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$503K 0.01%
1,491
+24
1177
$502K 0.01%
26,189
+1,496
1178
$500K 0.01%
245,189
+11,647
1179
$500K 0.01%
44,693
+2,049
1180
$499K 0.01%
+4,990
1181
$498K 0.01%
+14,363
1182
$496K 0.01%
+2,644
1183
$495K 0.01%
45,014
+2,034
1184
$494K 0.01%
51,264
+950
1185
$492K 0.01%
20,025
-27,166
1186
$491K 0.01%
30,137
-5,589
1187
$490K 0.01%
18,792
+350
1188
$489K 0.01%
+4,732
1189
$486K 0.01%
+18,144
1190
$485K 0.01%
31,495
-9,782
1191
$484K 0.01%
17,265
+729
1192
$484K 0.01%
19,365
-1,100
1193
$483K 0.01%
48,238
+2,236
1194
$483K 0.01%
17,640
+782
1195
$483K 0.01%
+8,095
1196
$482K 0.01%
26,465
-5,071
1197
$482K 0.01%
228
-2
1198
$482K 0.01%
279
+30
1199
$481K 0.01%
10,553
+510
1200
$481K 0.01%
42,306
+1,968
46 47
48
49 50