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
251
$7.46M 0.11%
+223,879
252
$7.33M 0.11%
728,282
+35,495
253
$7.33M 0.11%
563,089
+27,429
254
$7.31M 0.11%
62,230
+47,492
255
$7.3M 0.11%
411,591
+20,599
256
$7.25M 0.11%
179,798
+8,751
257
$7.25M 0.11%
+182,161
258
$7.23M 0.11%
625,189
+30,521
259
$7.22M 0.11%
+87,256
260
$7.21M 0.11%
10,409
-2,614
261
$7.2M 0.11%
151,610
+133,833
262
$7.2M 0.11%
223,191
+10,850
263
$7.19M 0.11%
34,628
+1,620
264
$7.18M 0.1%
200,824
+9,747
265
$7.18M 0.1%
16,935
+2,915
266
$7.15M 0.1%
55,389
+2,599
267
$7.13M 0.1%
41,402
-2,408
268
$7.1M 0.1%
71,322
-10,966
269
$7.09M 0.1%
110,588
-10,324
270
$7.09M 0.1%
89,100
+4,308
271
$7.06M 0.1%
17,482
+14,467
272
$7.01M 0.1%
208,514
+39,889
273
$6.99M 0.1%
22,138
+19,459
274
$6.97M 0.1%
81,720
+19,156
275
$6.97M 0.1%
30,205
+26,865
9 10
11
12 13