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
$6.36B
AUM Growth
+$581M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,470
New
Increased
Reduced
Closed

Top Buys

1
+$69.9M
2
+$19M
3
+$17.5M
4
SLB icon
SLB Ltd
SLB
+$15.2M
5
MCK icon
McKesson
MCK
+$12.4M

Top Sells

1
+$82.4M
2
+$34.7M
3
+$26.2M
4
SFY icon
SoFi Select 500 ETF
SFY
+$23M
5
PHM icon
Pultegroup
PHM
+$13.2M

Sector Composition

1 Technology 14.41%
2 Financials 12.8%
3 Consumer Discretionary 12.46%
4 Energy 12.02%
5 Industrials 11.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1426
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1427
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1428
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1434
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1435
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1436
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1437
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1438
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1439
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-382,440
1440
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1441
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1442
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1443
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1444
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1445
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1446
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1447
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1448
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1449
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-1,585
1450
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-966
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