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
301
$6.38M 0.09%
80,451
-3,073
302
$6.36M 0.09%
+42,934
303
$6.36M 0.09%
195,398
+9,466
304
$6.36M 0.09%
44,468
+17,725
305
$6.34M 0.09%
451,510
+59,979
306
$6.33M 0.09%
46,302
+5,056
307
$6.33M 0.09%
48,287
-5,732
308
$6.32M 0.09%
141,529
+413
309
$6.26M 0.09%
36,972
+11,053
310
$6.25M 0.09%
79,110
+11,610
311
$6.24M 0.09%
130,517
+6,326
312
$6.23M 0.09%
60,513
-15,719
313
$6.22M 0.09%
+17,540
314
$6.21M 0.09%
335,932
+16,345
315
$6.21M 0.09%
467,232
+22,765
316
$6.12M 0.09%
28,497
+2,770
317
$6.12M 0.09%
223,395
+50,490
318
$6.11M 0.09%
105,480
+14,340
319
$6.07M 0.09%
21,906
+1,923
320
$6.03M 0.09%
38,118
-3,836
321
$6M 0.09%
35,204
-150,697
322
$5.99M 0.09%
+95,363
323
$5.99M 0.09%
175,577
+7,056
324
$5.97M 0.09%
192,921
+9,320
325
$5.96M 0.09%
+26,956
11 12
13
14 15