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
1226
$449K 0.01%
15,409
+2,329
1227
$448K 0.01%
22,939
+1,080
1228
$448K 0.01%
27,522
+3,256
1229
$447K 0.01%
14,848
+20
1230
$446K 0.01%
+6,001
1231
$446K 0.01%
13,738
+1,331
1232
$446K 0.01%
2,423
+279
1233
$443K 0.01%
+1,348
1234
$440K 0.01%
146,574
+63,417
1235
$436K 0.01%
34,177
+3,970
1236
$434K 0.01%
1,037
+10
1237
$431K 0.01%
16,607
+810
1238
$430K 0.01%
9,833
+83
1239
$429K 0.01%
26,964
+1,307
1240
$424K 0.01%
+5,674
1241
$422K 0.01%
2,771
+489
1242
$420K 0.01%
17,874
+1,857
1243
$419K 0.01%
+1,855
1244
$418K 0.01%
36,901
+5,651
1245
$418K 0.01%
11,608
-104,992
1246
$417K 0.01%
10,481
+1,060
1247
$417K 0.01%
5,146
-12,218
1248
$417K 0.01%
+8,833
1249
$416K 0.01%
4,484
+190
1250
$412K 0.01%
+22,222
48 49
50
51 52