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
$6.84B
AUM Growth
+$482M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,753
New
Increased
Reduced
Closed

Top Buys

1
+$67.1M
2
+$29.9M
3
+$20.3M
4
AAPL icon
Apple
AAPL
+$17.2M
5
GM icon
General Motors
GM
+$14.6M

Top Sells

1
+$72.8M
2
+$27.3M
3
+$25.7M
4
WSM icon
Williams-Sonoma
WSM
+$19.7M
5
APP icon
Applovin
APP
+$18.9M

Sector Composition

1 Technology 15.49%
2 Financials 13.24%
3 Consumer Discretionary 12.49%
4 Energy 12.02%
5 Industrials 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8M 0.12%
+251,507
227
$7.98M 0.12%
84,748
+4,053
228
$7.97M 0.12%
301,077
-184,475
229
$7.97M 0.12%
498,185
+24,328
230
$7.91M 0.12%
123,208
+5,985
231
$7.91M 0.12%
356,500
+17,358
232
$7.88M 0.12%
344,188
+19,772
233
$7.88M 0.12%
32,866
-23,527
234
$7.87M 0.12%
401,491
+54,666
235
$7.86M 0.11%
433,559
+77,851
236
$7.85M 0.11%
116,738
+7,657
237
$7.83M 0.11%
321,201
+30,756
238
$7.81M 0.11%
26,691
-2,354
239
$7.78M 0.11%
+66,341
240
$7.76M 0.11%
211,719
+162,247
241
$7.74M 0.11%
602,062
+29,354
242
$7.69M 0.11%
281,713
+86,941
243
$7.65M 0.11%
17,094
-947
244
$7.64M 0.11%
69,282
-247,156
245
$7.63M 0.11%
322,828
+306,458
246
$7.6M 0.11%
21,532
-2,697
247
$7.54M 0.11%
737,851
+35,972
248
$7.51M 0.11%
+128,161
249
$7.51M 0.11%
145,755
+7,037
250
$7.5M 0.11%
123,051
+23,371
8 9
10
11 12