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
$6.36B
AUM Growth
+$581M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,470
New
Increased
Reduced
Closed

Top Buys

1
+$72.8M
2
+$21.2M
3
+$16.7M
4
SLB icon
SLB Ltd
SLB
+$14.3M
5
KBH icon
KB Home
KBH
+$12.4M

Top Sells

1
+$82.8M
2
+$34.7M
3
+$27.2M
4
SFY icon
SoFi Select 500 ETF
SFY
+$23M
5
PHM icon
Pultegroup
PHM
+$14.9M

Sector Composition

1 Technology 14.48%
2 Financials 12.8%
3 Consumer Discretionary 12.46%
4 Energy 12.02%
5 Industrials 10.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7.63M 0.12%
318,729
+13,914
227
$7.62M 0.12%
+45,390
228
$7.62M 0.12%
+242,700
229
$7.59M 0.12%
+95,006
230
$7.56M 0.12%
+34,335
231
$7.56M 0.12%
171,047
+8,710
232
$7.56M 0.12%
463,803
+23,584
233
$7.54M 0.12%
+37,870
234
$7.52M 0.12%
557,744
+28,408
235
$7.49M 0.12%
253,145
-7,429
236
$7.47M 0.12%
257,107
+36,503
237
$7.46M 0.12%
473,857
+24,120
238
$7.45M 0.12%
76,479
+10,471
239
$7.45M 0.12%
390,992
-36,820
240
$7.45M 0.12%
225,242
+13,062
241
$7.44M 0.12%
42,246
-192
242
$7.41M 0.12%
293,712
+14,922
243
$7.4M 0.12%
43,810
+6,437
244
$7.4M 0.12%
212,341
-35,188
245
$7.4M 0.12%
193,052
+44,716
246
$7.37M 0.12%
249,340
+12,596
247
$7.32M 0.12%
273,654
+211,950
248
$7.31M 0.12%
26,725
-30,433
249
$7.31M 0.11%
339,142
+17,265
250
$7.3M 0.11%
+109,081
8 9
10
11 12