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
1651
$13.5K ﹤0.01%
+608
1652
$13K ﹤0.01%
30,988
+550
1653
$11.7K ﹤0.01%
+912
1654
$11.3K ﹤0.01%
17,280
+300
1655
$10.8K ﹤0.01%
+352
1656
$10.5K ﹤0.01%
+353
1657
$10.2K ﹤0.01%
+156
1658
$9.6K ﹤0.01%
+297
1659
$9.35K ﹤0.01%
+22
1660
$9.29K ﹤0.01%
+157
1661
$8.39K ﹤0.01%
+148
1662
$8.18K ﹤0.01%
+279
1663
$7.16K ﹤0.01%
+608
1664
$6.46K ﹤0.01%
+362
1665
$5.41K ﹤0.01%
+80
1666
$3.94K ﹤0.01%
+152
1667
$3.12K ﹤0.01%
+24
1668
$1.8K ﹤0.01%
+17
1669
$582 ﹤0.01%
+6
1670
$490 ﹤0.01%
+11
1671
– –
-266,421
1672
– –
-85,320
1673
– –
-107,275
1674
– –
-255,092
1675
– –
-35,246
65 66
67
68 69