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
1501
$198K ﹤0.01%
12,781
+457
1502
$198K ﹤0.01%
116,975
+4,795
1503
$195K ﹤0.01%
18,030
+2,206
1504
$190K ﹤0.01%
58,629
-17,098
1505
$188K ﹤0.01%
+18,726
1506
$188K ﹤0.01%
16,106
-19,266
1507
$187K ﹤0.01%
+4,587
1508
$187K ﹤0.01%
+51,013
1509
$187K ﹤0.01%
+22,935
1510
$187K ﹤0.01%
+18,726
1511
$186K ﹤0.01%
11,265
+455
1512
$185K ﹤0.01%
+15,849
1513
$184K ﹤0.01%
47,220
+2,216
1514
$180K ﹤0.01%
+26,490
1515
$180K ﹤0.01%
17,661
+725
1516
$180K ﹤0.01%
+3,324
1517
$180K ﹤0.01%
+7,923
1518
$179K ﹤0.01%
+26,827
1519
$179K ﹤0.01%
66,396
+3,052
1520
$176K ﹤0.01%
10,126
+340
1521
$176K ﹤0.01%
10,649
+460
1522
$174K ﹤0.01%
+1,954
1523
$174K ﹤0.01%
+11,799
1524
$173K ﹤0.01%
+11,423
1525
$173K ﹤0.01%
37,268
-27,647
59 60
61
62 63