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
1626
$27.8K ﹤0.01%
+1,281
1627
$27.1K ﹤0.01%
+570
1628
$26.9K ﹤0.01%
+185
1629
$26.3K ﹤0.01%
+172
1630
$26.2K ﹤0.01%
+301
1631
$25.2K ﹤0.01%
+238
1632
$25K ﹤0.01%
+495
1633
$24.4K ﹤0.01%
+355
1634
$23.6K ﹤0.01%
+573
1635
$23.4K ﹤0.01%
+395
1636
$23.2K ﹤0.01%
+1,534
1637
$23.1K ﹤0.01%
+908
1638
$23K ﹤0.01%
+3,648
1639
$22.2K ﹤0.01%
+254
1640
$22.1K ﹤0.01%
1,881
+34
1641
$21.8K ﹤0.01%
+301
1642
$21K ﹤0.01%
+994
1643
$19.6K ﹤0.01%
+129
1644
$19.5K ﹤0.01%
+230
1645
$18.3K ﹤0.01%
+319
1646
$17.5K ﹤0.01%
+952
1647
$16.9K ﹤0.01%
+420
1648
$15.9K ﹤0.01%
+298
1649
$14.7K ﹤0.01%
+579
1650
$14.2K ﹤0.01%
+332