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
251
$7.29M 0.11%
268,521
+32,676
252
$7.24M 0.11%
+412,644
253
$7.23M 0.11%
69,602
+12,797
254
$7.22M 0.11%
124,191
+6,298
255
$7.22M 0.11%
52,790
+3,047
256
$7.21M 0.11%
+148,175
257
$7.2M 0.11%
185,273
+56,047
258
$7.2M 0.11%
196,443
+44,130
259
$7.15M 0.11%
62,052
+54,114
260
$7.14M 0.11%
74,436
-44,372
261
$7.11M 0.11%
67,410
+1,891
262
$7.1M 0.11%
17,074
+2,263
263
$7.08M 0.11%
99,760
-4,650
264
$6.93M 0.11%
117,223
+5,974
265
$6.93M 0.11%
444,467
+22,646
266
$6.93M 0.11%
535,660
+27,202
267
$6.92M 0.11%
106,358
+38,782
268
$6.9M 0.11%
248,813
+31,870
269
$6.88M 0.11%
92,282
-21,252
270
$6.87M 0.11%
65,907
+20,160
271
$6.8M 0.11%
61,582
-8,899
272
$6.79M 0.11%
157,674
+128,644
273
$6.77M 0.11%
82,288
+20,507
274
$6.7M 0.11%
66,789
-5,300
275
$6.65M 0.1%
+294,782
9 10
11
12 13