EF

Empowered Funds Portfolio holdings

AUM $9.9B
1-Year Est. Return 22.33%
This Quarter Est. Return
1 Year Est. Return
+22.33%
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 +$75.6M
2 +$49.3M
3 +$44.4M
4
LRCX icon
Lam Research
LRCX
+$39M
5
AMZN icon
Amazon
AMZN
+$37.8M

Sector Composition

1 Technology 22.04%
2 Financials 14.22%
3 Consumer Discretionary 11.33%
4 Industrials 10.23%
5 Energy 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
RELY icon
1376
Remitly
RELY
$3.06B
$544K 0.01%
+33,383
SWKS icon
1377
Skyworks Solutions
SWKS
$9.7B
$544K 0.01%
7,063
-12,209
SBAC icon
1378
SBA Communications
SBAC
$20.2B
$542K 0.01%
2,801
+98
TCHP icon
1379
T. Rowe Price Blue Chip Growth ETF
TCHP
$1.69B
$539K 0.01%
+11,036
WK icon
1380
Workiva
WK
$4.94B
$539K 0.01%
6,263
-1,001
CASY icon
1381
Casey's General Stores
CASY
$20.7B
$539K 0.01%
953
+517
SKY icon
1382
Champion Homes
SKY
$4.86B
$536K 0.01%
7,022
+813
SSNC icon
1383
SS&C Technologies
SSNC
$21.4B
$532K 0.01%
5,996
+325
SW
1384
Smurfit Westrock
SW
$19.9B
$531K 0.01%
12,473
+1,120
STLD icon
1385
Steel Dynamics
STLD
$25.5B
$530K 0.01%
3,801
-17,109
BZH icon
1386
Beazer Homes USA
BZH
$624M
$529K 0.01%
21,555
+78
VEL icon
1387
Velocity Financial
VEL
$760M
$529K 0.01%
29,169
-21,883
EBMT icon
1388
Eagle Bancorp Montana
EBMT
$158M
$529K 0.01%
30,611
+3,294
EMN icon
1389
Eastman Chemical
EMN
$7.25B
$528K 0.01%
8,378
-132,250
CMS icon
1390
CMS Energy
CMS
$21B
$525K 0.01%
7,172
+294
NI icon
1391
NiSource
NI
$19.4B
$524K 0.01%
12,106
+6,390
WEN icon
1392
Wendy's
WEN
$1.6B
$523K 0.01%
57,072
-7,911
CAR icon
1393
Avis
CAR
$4.6B
$518K 0.01%
3,225
+292
PVH icon
1394
PVH
PVH
$3.23B
$516K 0.01%
6,162
-6,277
GBDC icon
1395
Golub Capital BDC
GBDC
$3.55B
$516K 0.01%
37,689
+12,562
AGCO icon
1396
AGCO
AGCO
$7.89B
$513K 0.01%
4,788
-3,297
PFGC icon
1397
Performance Food Group
PFGC
$14.4B
$510K 0.01%
4,906
+278
GBCI icon
1398
Glacier Bancorp
GBCI
$5.93B
$510K 0.01%
10,487
+1,073
LUMN icon
1399
Lumen
LUMN
$8.4B
$510K 0.01%
83,386
+3,163
MKSI icon
1400
MKS Inc
MKSI
$10.7B
$510K 0.01%
4,122
+1,122