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
351
$5.18M 0.08%
91,140
-7,858
352
$5.17M 0.08%
122,894
+6,164
353
$5.16M 0.08%
410,454
+20,904
354
$5.14M 0.08%
38,650
-7,780
355
$5.07M 0.08%
84,592
+4,288
356
$5.06M 0.08%
19,983
-2,850
357
$5.06M 0.08%
251,166
+86,940
358
$4.99M 0.08%
191,934
+9,782
359
$4.99M 0.08%
255,775
+12,998
360
$4.99M 0.08%
887,446
+45,158
361
$4.98M 0.08%
91,122
-114,339
362
$4.97M 0.08%
25,919
+1,248
363
$4.95M 0.08%
21,890
+5,456
364
$4.94M 0.08%
86,265
+36,660
365
$4.94M 0.08%
183,601
+9,246
366
$4.92M 0.08%
137,130
-165,988
367
$4.91M 0.08%
+22,547
368
$4.91M 0.08%
33,008
+9,326
369
$4.91M 0.08%
52,932
+42,302
370
$4.87M 0.08%
35,767
-15,530
371
$4.86M 0.08%
38,874
+23,024
372
$4.85M 0.08%
32,199
-543
373
$4.82M 0.08%
130,779
+6,566
374
$4.8M 0.08%
149,908
+7,638
375
$4.77M 0.08%
1,514
+215
13 14
15
16 17