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
1301
$365K 0.01%
+12,450
1302
$363K 0.01%
8,284
+797
1303
$361K 0.01%
14,280
+250
1304
$360K 0.01%
25,323
+14,651
1305
$360K 0.01%
84,724
-10,000
1306
$360K 0.01%
2,806
+50
1307
$359K 0.01%
22,461
+1,013
1308
$359K 0.01%
23,408
+960
1309
$359K 0.01%
4,379
+1,166
1310
$358K 0.01%
966
+28
1311
$358K 0.01%
+1,583
1312
$357K 0.01%
23,427
+979
1313
$357K 0.01%
+9,262
1314
$355K 0.01%
28,521
+10,518
1315
$355K 0.01%
+5,740
1316
$355K 0.01%
+2,129
1317
$352K 0.01%
+7,942
1318
$351K 0.01%
+25,667
1319
$350K 0.01%
1,668
+11
1320
$349K 0.01%
15,284
+276
1321
$346K 0.01%
2,757
+1,009
1322
$346K 0.01%
+4,077
1323
$346K 0.01%
+7,406
1324
$345K 0.01%
4,292
+621
1325
$344K 0.01%
55,382
+2,722
51 52
53
54 55