EF
Empowered Funds Portfolio holdings
AUM
$5.89B
1-Year Est. Return
27.24%
This Fund
S&P 500
1 Year Est. Return
+27.24%
AUM
$5.89B
AUM Growth
-$4.01B
(-41%)
Holding
1,978
Top Buys
| 1 | +$103M | |
| 2 | +$62.6M | |
| 3 | +$53.7M | |
| 4 |
Broadcom
AVGO
|
+$26.1M |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$25.3M |
Top Sells
| 1 | +$263M | |
| 2 | +$205M | |
| 3 | +$134M | |
| 4 |
Chevron
CVX
|
+$96.4M |
| 5 |
Lam Research
LRCX
|
+$73.9M |
Sector Composition
| 1 | Technology | 18.91% |
| 2 | Financials | 12.85% |
| 3 | Communication Services | 11.73% |
| 4 | Energy | 11.24% |
| 5 | Healthcare | 10.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1976
Monro
MNRO
$593M
| – | – |
-129,603
|
|