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
1251
$412K 0.01%
+49,762
1252
$411K 0.01%
4,804
-3,814
1253
$408K 0.01%
12,060
-29,182
1254
$408K 0.01%
1,984
+63
1255
$406K 0.01%
3,405
+1,129
1256
$404K 0.01%
2,067
-7,015
1257
$403K 0.01%
869
+18
1258
$400K 0.01%
2,872
+267
1259
$398K 0.01%
3,295
+267
1260
$397K 0.01%
30,352
+1,558
1261
$396K 0.01%
253,926
+11,949
1262
$395K 0.01%
+5,345
1263
$395K 0.01%
5,955
+1,104
1264
$394K 0.01%
4,124
+409
1265
$390K 0.01%
+7,446
1266
$388K 0.01%
+8,710
1267
$387K 0.01%
+2,987
1268
$387K 0.01%
+4,579
1269
$386K 0.01%
+14,865
1270
$385K 0.01%
3,781
+303
1271
$385K 0.01%
2,717
-35
1272
$385K 0.01%
12,034
+1,258
1273
$384K 0.01%
26,460
+1,353
1274
$384K 0.01%
35,639
+1,055
1275
$383K 0.01%
+4,688
49 50
51
52 53