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
1426
$259K ﹤0.01%
+6,851
1427
$259K ﹤0.01%
+1,454
1428
$257K ﹤0.01%
25,473
-48,450
1429
$257K ﹤0.01%
+3,911
1430
$255K ﹤0.01%
+5,282
1431
$255K ﹤0.01%
5,509
+905
1432
$255K ﹤0.01%
4,076
+256
1433
$254K ﹤0.01%
6,010
+215
1434
$254K ﹤0.01%
+1,926
1435
$254K ﹤0.01%
96,816
+1,800
1436
$253K ﹤0.01%
+5,766
1437
$252K ﹤0.01%
+24,995
1438
$252K ﹤0.01%
+11,527
1439
$251K ﹤0.01%
5,792
+546
1440
$251K ﹤0.01%
+24,995
1441
$247K ﹤0.01%
+692
1442
$247K ﹤0.01%
+12,295
1443
$247K ﹤0.01%
+7,644
1444
$246K ﹤0.01%
+1,865
1445
$245K ﹤0.01%
12,941
+1,308
1446
$245K ﹤0.01%
+11,575
1447
$243K ﹤0.01%
26,084
+3,685
1448
$242K ﹤0.01%
+14,539
1449
$242K ﹤0.01%
+11,148
1450
$242K ﹤0.01%
+7,641
56 57
58
59 60