EF
Empowered Funds Portfolio holdings
AUM $7.03B
AUM
$7.03B
AUM Growth
+$186M (+3%)
Cap. Flow
+$790M
Cap. Flow % of AUM
11.24%
Top 10 Holdings %Top 10 Hldgs %
12.96%
Holding
1,839
New
169
Increased
1,079
Reduced
356
Closed
225
Top Buys
| 1 | $31.3M | |
| 2 | $20M | |
| 3 | $17.3M | |
| 4 | $16.2M | |
| 5 | $15.7M |
Top Sells
| 1 | $19.8M | |
| 2 | $16.2M | |
| 3 | $15.9M | |
| 4 | $13.7M | |
| 5 | $13.3M |
Sector Composition
| 1 | Technology | 15.54% |
| 2 | Financials | 12.79% |
| 3 | Energy | 12.1% |
| 4 | Consumer Discretionary | 10.17% |
| 5 | Industrials | 9.26% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $305K | 0% | 4,619 +898 | +24% | +$59.3K | |||
| $304K | 0% | 90,880 +7,683 | +9% | +$25.7K | |||
| $304K | 0% | 3,579 | New | +$304K | |||
| $303K | 0% | 5,966 +684 | +13% | +$34.7K | |||
| $303K | 0% | 9,115 +1,391 | +18% | +$46.2K | |||
| $302K | 0% | 31,996 -25,932 | -45% | -$245K | |||
| $299K | 0% | 24,168 +3,102 | +15% | +$38.4K | |||
| $299K | 0% | 48,816 +3,802 | +8% | +$23.3K | |||
| $298K | 0% | 1,646 +54 | +3% | +$9.77K | |||
| $297K | 0% | 4,201 +286 | +7% | +$20.2K | |||
| $296K | 0% | 21,139 +1,504 | +8% | +$21.1K | |||
| $292K | 0% | 26,690 +3,060 | +13% | +$33.5K | |||
| $291K | 0% | 9,752 | New | +$291K | |||
| $289K | 0% | 33,199 +4,678 | +16% | +$40.7K | |||
| $288K | 0% | 3,842 +98 | +3% | +$7.36K | |||
| $288K | 0% | 1,207 +98 | +9% | +$23.4K | |||
| $287K | 0% | 24,213 +2,921 | +14% | +$34.7K | |||
| $287K | 0% | 9,461 | New | +$287K | |||
| $286K | 0% | 17,659 +5,075 | +40% | +$82.3K | |||
| $285K | 0% | 3,749 +343 | +10% | +$26K | |||
| $283K | 0% | 355,536 +28,411 | +9% | +$22.6K | |||
| $283K | 0% | 4,458 +372 | +9% | +$23.6K | |||
| $283K | 0% | 17,555 +1,998 | +13% | +$32.2K | |||
| $283K | 0% | 11,417 +940 | +9% | +$23.3K | |||
| $282K | 0% | 167,696 +14,271 | +9% | +$24K |
