EF

Empowered Funds Portfolio holdings

AUM $15.7B
1-Year Est. Return 34.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.9B
AUM Growth
+$1.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,971
New
Increased
Reduced
Closed

Top Buys

1 +$74.5M
2 +$46.1M
3 +$39M
4
AAPL icon
Apple
AAPL
+$33.4M
5
LRCX icon
Lam Research
LRCX
+$30.8M

Sector Composition

1 Technology 22%
2 Financials 14.22%
3 Consumer Discretionary 11.33%
4 Industrials 10.31%
5 Energy 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1226
$852K 0.01%
106
-1,290
1227
$851K 0.01%
8,346
+1,457
1228
$847K 0.01%
43,270
-3,191
1229
$845K 0.01%
31,170
+117
1230
$844K 0.01%
+19,620
1231
$843K 0.01%
11,154
-49,312
1232
$839K 0.01%
58,364
+6,564
1233
$837K 0.01%
57,552
+480
1234
$837K 0.01%
18,268
+1,126
1235
$828K 0.01%
+101,602
1236
$823K 0.01%
18,466
+2,112
1237
$814K 0.01%
13,228
+1,374
1238
$807K 0.01%
12,877
+5,599
1239
$802K 0.01%
17,067
-13,732
1240
$800K 0.01%
9,415
+994
1241
$800K 0.01%
+6,606
1242
$796K 0.01%
8,528
+1,776
1243
$787K 0.01%
521,009
+59,461
1244
$784K 0.01%
33,400
+1,025
1245
$780K 0.01%
165,543
+738
1246
$778K 0.01%
+59,015
1247
$776K 0.01%
13,682
+2,400
1248
$776K 0.01%
38,023
+12,672
1249
$776K 0.01%
64,101
+38,114
1250
$774K 0.01%
10,588
+2,038