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 | |
|---|---|---|---|---|---|---|---|
| $261K | 0% | 12,105 +935 | +8% | +$20.2K | |||
| $260K | 0% | 26,621 +10,515 | +65% | +$103K | |||
| $258K | 0% | 91,891 +10,530 | +13% | +$29.6K | |||
| $258K | 0% | 27,239 | New | +$258K | |||
| $257K | 0% | 6,645 +45 | +0.7% | +$1.74K | |||
| $256K | 0% | 2,902 | New | +$256K | |||
| $253K | 0% | 948 | New | +$253K | |||
| $250K | 0% | 7,459 +527 | +8% | +$17.7K | |||
| $250K | 0% | 20,101 +1,626 | +9% | +$20.2K | |||
| $250K | 0% | 11,553 +208 | +2% | +$4.49K | |||
| $249K | 0% | 6,515 +749 | +13% | +$28.6K | |||
| $248K | 0% | 5,230 -90,133 | -95% | -$4.27M | |||
| $247K | 0% | 3,123 | New | +$247K | |||
| $247K | 0% | 9,459 +852 | +10% | +$22.3K | |||
| $246K | 0% | 101,212 +4,396 | +5% | +$10.7K | |||
| $245K | 0% | 14,144 +1,165 | +9% | +$20.2K | |||
| $244K | 0% | 16,324 +1,320 | +9% | +$19.7K | |||
| $243K | 0% | 27,842 +2,461 | +10% | +$21.4K | |||
| $242K | 0% | 9,302 +558 | +6% | +$14.5K | |||
| $242K | 0% | 25,989 +516 | +2% | +$4.81K | |||
| $240K | 0% | 11,178 | New | +$240K | |||
| $239K | 0% | 22,380 +2,058 | +10% | +$22K | |||
| $239K | 0% | 52,698 +3,090 | +6% | +$14K | |||
| $236K | 0% | 11,721 | New | +$236K | |||
| $234K | 0% | 15,456 | New | +$234K |
