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
326
$5.96M 0.09%
+34,215
327
$5.94M 0.09%
+25,831
328
$5.94M 0.09%
936,783
+45,635
329
$5.93M 0.09%
11,408
+1,720
330
$5.92M 0.09%
76,935
-93,187
331
$5.9M 0.09%
+313,170
332
$5.87M 0.09%
40,770
+2,120
333
$5.87M 0.09%
34,022
+4,874
334
$5.86M 0.09%
+570,165
335
$5.85M 0.09%
34,498
+821
336
$5.85M 0.09%
1,828
+314
337
$5.81M 0.09%
63,951
-5,651
338
$5.8M 0.08%
+132,679
339
$5.72M 0.08%
12,196
+2,193
340
$5.71M 0.08%
199,528
+9,672
341
$5.7M 0.08%
155,861
+25,082
342
$5.69M 0.08%
19,640
+7,842
343
$5.68M 0.08%
+331,209
344
$5.65M 0.08%
9,866
-8,091
345
$5.62M 0.08%
74,649
+4,805
346
$5.62M 0.08%
+113,129
347
$5.61M 0.08%
71,788
+28,324
348
$5.6M 0.08%
194,677
+64,111
349
$5.56M 0.08%
129,114
+6,220
350
$5.52M 0.08%
+29,171
12 13
14
15 16