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
$9.9B
AUM Growth
+$1.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,971
New
Increased
Reduced
Closed

Top Buys

1 +$74.5M
2 +$46.1M
3 +$39M
4
AAPL icon
Apple
AAPL
+$33.4M
5
LRCX icon
Lam Research
LRCX
+$30.8M

Sector Composition

1 Technology 22.01%
2 Financials 14.22%
3 Consumer Discretionary 11.33%
4 Industrials 10.26%
5 Energy 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ENS icon
1651
EnerSys
ENS
$6.38B
$253K ﹤0.01%
+2,240
CCLD icon
1652
CareCloud
CCLD
$102M
$251K ﹤0.01%
78,055
+8,979
GMED icon
1653
Globus Medical
GMED
$12.1B
$250K ﹤0.01%
4,367
+75
SNY icon
1654
Sanofi
SNY
$113B
$248K ﹤0.01%
+5,252
MTG icon
1655
MGIC Investment
MTG
$5.68B
$244K ﹤0.01%
8,590
-20
LBRDA icon
1656
Liberty Broadband Class A
LBRDA
$7.67B
$244K ﹤0.01%
3,846
+263
SGRY icon
1657
Surgery Partners
SGRY
$2.01B
$242K ﹤0.01%
11,203
+347
TM icon
1658
Toyota
TM
$312B
$242K ﹤0.01%
1,267
-1,081
PKOH icon
1659
Park-Ohio Holdings
PKOH
$389M
$242K ﹤0.01%
11,396
+39
CPB icon
1660
Campbell Soup
CPB
$8B
$241K ﹤0.01%
7,622
-7,720
VNT icon
1661
Vontier
VNT
$5.8B
$239K ﹤0.01%
+5,689
CYTK icon
1662
Cytokinetics
CYTK
$8.31B
$239K ﹤0.01%
+4,343
BF.B icon
1663
Brown-Forman Class B
BF.B
$13.9B
$238K ﹤0.01%
8,803
-72,864
ABEV icon
1664
Ambev
ABEV
$47.9B
$238K ﹤0.01%
106,886
-52,656
MMS icon
1665
Maximus
MMS
$4.02B
$238K ﹤0.01%
2,605
-107,588
PTEN icon
1666
Patterson-UTI
PTEN
$3.19B
$238K ﹤0.01%
45,944
+1,221
ASGN icon
1667
ASGN Inc
ASGN
$1.93B
$236K ﹤0.01%
4,987
-53
ASH icon
1668
Ashland
ASH
$2.97B
$236K ﹤0.01%
4,924
-161
CMC icon
1669
Commercial Metals
CMC
$8.52B
$234K ﹤0.01%
4,088
-45,930
FIVN icon
1670
FIVE9
FIVN
$1.51B
$234K ﹤0.01%
9,665
+22
BURL icon
1671
Burlington
BURL
$19.8B
$234K ﹤0.01%
+919
HR icon
1672
Healthcare Realty
HR
$6.38B
$234K ﹤0.01%
12,962
+729
BTI icon
1673
British American Tobacco
BTI
$135B
$233K ﹤0.01%
4,398
-1,836
JXN icon
1674
Jackson Financial
JXN
$7.86B
$232K ﹤0.01%
+2,292
GIFI
1675
DELISTED
Gulf Island Fabrication
GIFI
$232K ﹤0.01%
33,043
+2,642