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
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1234
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1247
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