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
276
$6.65M 0.1%
18,041
+754
277
$6.54M 0.1%
189,366
+31,604
278
$6.51M 0.1%
141,116
-73,088
279
$6.51M 0.1%
138,718
+6,968
280
$6.49M 0.1%
12,538
+2,811
281
$6.46M 0.1%
408,487
+20,770
282
$6.45M 0.1%
242,247
-233,569
283
$6.42M 0.1%
+355,708
284
$6.41M 0.1%
570,900
+29,078
285
$6.39M 0.1%
574,381
+29,212
286
$6.38M 0.1%
85,302
+4,288
287
$6.34M 0.1%
7,087
+1,797
288
$6.33M 0.1%
168,521
+3,841
289
$6.28M 0.1%
594,668
+30,284
290
$6.25M 0.1%
196,559
+340
291
$6.25M 0.1%
31,471
+2,018
292
$6.23M 0.1%
129,713
+6,566
293
$6.21M 0.1%
191,077
+9,648
294
$6.19M 0.1%
83,524
-8,268
295
$6.19M 0.1%
107,275
+6,363
296
$6.15M 0.1%
33,281
+27,209
297
$6.13M 0.1%
+168,625
298
$6.11M 0.1%
78,333
+17,587
299
$6.11M 0.1%
189,856
+9,648
300
$6.07M 0.1%
107,076
+5,360
10 11
12
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