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
376
$4.99M 0.07%
25,253
+5,180
377
$4.97M 0.07%
1,700,863
+83,105
378
$4.96M 0.07%
39,999
-1,398
379
$4.95M 0.07%
+713,591
380
$4.94M 0.07%
100,633
+2,261
381
$4.9M 0.07%
27,182
+14,834
382
$4.88M 0.07%
20,271
+10,006
383
$4.88M 0.07%
8,292
+2,182
384
$4.85M 0.07%
84,445
+20,376
385
$4.83M 0.07%
47,254
-20,156
386
$4.81M 0.07%
376,014
+92,874
387
$4.76M 0.07%
201,745
+9,811
388
$4.74M 0.07%
103,132
+4,977
389
$4.73M 0.07%
163,149
+7,942
390
$4.72M 0.07%
932,992
+45,546
391
$4.71M 0.07%
173,323
+27,685
392
$4.69M 0.07%
69,309
+58,151
393
$4.68M 0.07%
170,465
+8,248
394
$4.67M 0.07%
40,958
+3,672
395
$4.67M 0.07%
52,609
-561
396
$4.66M 0.07%
34,051
+4,966
397
$4.66M 0.07%
30,782
-1,417
398
$4.64M 0.07%
355,021
+17,255
399
$4.57M 0.07%
+107,985
400
$4.56M 0.07%
56,510
+46,948
14 15
16
17 18