EF

Empowered Funds Portfolio holdings

AUM $9.9B
1-Year Est. Return 22.33%
This Quarter Est. Return
1 Year Est. Return
+22.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.9B
AUM Growth
+$1.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,971
New
Increased
Reduced
Closed

Top Buys

1 +$75.6M
2 +$49.3M
3 +$44.4M
4
LRCX icon
Lam Research
LRCX
+$39M
5
AMZN icon
Amazon
AMZN
+$37.8M

Sector Composition

1 Technology 22.04%
2 Financials 14.22%
3 Consumer Discretionary 11.33%
4 Industrials 10.23%
5 Energy 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ENS icon
1651
EnerSys
ENS
$5.41B
$253K ﹤0.01%
+2,240
CCLD icon
1652
CareCloud
CCLD
$134M
$251K ﹤0.01%
78,055
+8,979
GMED icon
1653
Globus Medical
GMED
$11.9B
$250K ﹤0.01%
4,367
+75
SNY icon
1654
Sanofi
SNY
$119B
$248K ﹤0.01%
+5,252
MTG icon
1655
MGIC Investment
MTG
$6.25B
$244K ﹤0.01%
8,590
-20
LBRDA icon
1656
Liberty Broadband Class A
LBRDA
$6.62B
$244K ﹤0.01%
3,846
+263
SGRY icon
1657
Surgery Partners
SGRY
$2.25B
$242K ﹤0.01%
11,203
+347
TM icon
1658
Toyota
TM
$258B
$242K ﹤0.01%
1,267
-1,081
PKOH icon
1659
Park-Ohio Holdings
PKOH
$309M
$242K ﹤0.01%
11,396
+39
CPB icon
1660
Campbell Soup
CPB
$8.73B
$241K ﹤0.01%
7,622
-7,720
VNT icon
1661
Vontier
VNT
$5.23B
$239K ﹤0.01%
+5,689
CYTK icon
1662
Cytokinetics
CYTK
$8.16B
$239K ﹤0.01%
+4,343
BF.B icon
1663
Brown-Forman Class B
BF.B
$14B
$238K ﹤0.01%
8,803
-72,864
ABEV icon
1664
Ambev
ABEV
$40.2B
$238K ﹤0.01%
106,886
-52,656
MMS icon
1665
Maximus
MMS
$4.61B
$238K ﹤0.01%
2,605
-107,588
PTEN icon
1666
Patterson-UTI
PTEN
$2.45B
$238K ﹤0.01%
45,944
+1,221
ASGN icon
1667
ASGN Inc
ASGN
$1.96B
$236K ﹤0.01%
4,987
-53
ASH icon
1668
Ashland
ASH
$2.66B
$236K ﹤0.01%
4,924
-161
CMC icon
1669
Commercial Metals
CMC
$7.24B
$234K ﹤0.01%
4,088
-45,930
FIVN icon
1670
FIVE9
FIVN
$1.62B
$234K ﹤0.01%
9,665
+22
BURL icon
1671
Burlington
BURL
$16.2B
$234K ﹤0.01%
+919
HR icon
1672
Healthcare Realty
HR
$6.14B
$234K ﹤0.01%
12,962
+729
BTI icon
1673
British American Tobacco
BTI
$126B
$233K ﹤0.01%
4,398
-1,836
JXN icon
1674
Jackson Financial
JXN
$6.67B
$232K ﹤0.01%
+2,292
GIFI icon
1675
Gulf Island Fabrication
GIFI
$190M
$232K ﹤0.01%
33,043
+2,642