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
1551
$136K ﹤0.01%
+1,984
1552
$135K ﹤0.01%
53,767
1553
$135K ﹤0.01%
+4,955
1554
$135K ﹤0.01%
+4,999
1555
$133K ﹤0.01%
27,560
+500
1556
$133K ﹤0.01%
+698
1557
$131K ﹤0.01%
98,697
1558
$129K ﹤0.01%
138,415
-6,925
1559
$127K ﹤0.01%
13,114
-2,184
1560
$127K ﹤0.01%
13,734
+2,588
1561
$127K ﹤0.01%
+10,192
1562
$127K ﹤0.01%
+4,999
1563
$126K ﹤0.01%
+989
1564
$124K ﹤0.01%
102,246
+1,900
1565
$123K ﹤0.01%
+12,788
1566
$119K ﹤0.01%
+3,281
1567
$116K ﹤0.01%
12,812
+1,371
1568
$116K ﹤0.01%
44,240
1569
$115K ﹤0.01%
+1,851
1570
$115K ﹤0.01%
17,137
+1,167
1571
$114K ﹤0.01%
95,189
+1,750
1572
$110K ﹤0.01%
+1,678
1573
$109K ﹤0.01%
13,409
+3,308
1574
$109K ﹤0.01%
+3,189
1575
$108K ﹤0.01%
33,453
+600
61 62
63
64 65