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 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1726
– –
-56,252
1727
– –
-21,607
1728
– –
-60,890
1729
– –
-1,456
1730
– –
-14,510
1731
– –
-128,712
1732
– –
-228,287
1733
– –
-608,179
1734
– –
-45,390
1735
– –
-17,074
1736
– –
-10,021
1737
– –
-36,193
1738
– –
-66,327
1739
– –
-189,212
1740
– –
-21,348
1741
– –
-144,726
1742
– –
-290,423
1743
– –
-18,542
1744
– –
-23,640
1745
– –
-35,278
1746
– –
-242,247
1747
– –
-29,904
1748
– –
-39,670
1749
– –
-35,246
1750
– –
-255,092
67 68 69
70
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