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
376
$4.75M 0.07%
179,780
+9,112
377
$4.74M 0.07%
64,027
+3,216
378
$4.73M 0.07%
79,902
-4,357
379
$4.72M 0.07%
14,914
+9,264
380
$4.7M 0.07%
290,423
+29,104
381
$4.7M 0.07%
37,286
-3,050
382
$4.69M 0.07%
+121,446
383
$4.67M 0.07%
251,745
+15,847
384
$4.63M 0.07%
138,849
+12,720
385
$4.63M 0.07%
25,727
+6,191
386
$4.61M 0.07%
86,285
-14,520
387
$4.6M 0.07%
343,459
+17,420
388
$4.59M 0.07%
30,978
+7,111
389
$4.59M 0.07%
+231,722
390
$4.57M 0.07%
150,452
+7,638
391
$4.55M 0.07%
14,028
-15,124
392
$4.53M 0.07%
41,397
-2,384
393
$4.51M 0.07%
332,400
+16,884
394
$4.51M 0.07%
82,499
+25,871
395
$4.5M 0.07%
99,346
+265
396
$4.49M 0.07%
1,018,005
+297,898
397
$4.49M 0.07%
269,881
+13,668
398
$4.47M 0.07%
100,681
+9,848
399
$4.46M 0.07%
29,148
+3,236
400
$4.44M 0.07%
80,695
+4,020
14 15
16
17 18