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
401
$4.44M 0.07%
98,372
+7,542
402
$4.41M 0.07%
15,870
+876
403
$4.39M 0.07%
34,755
+18,807
404
$4.34M 0.07%
99,680
+29,935
405
$4.33M 0.07%
24,782
+387
406
$4.32M 0.07%
9,060
+575
407
$4.3M 0.07%
220,391
+11,122
408
$4.26M 0.07%
185,490
+9,380
409
$4.24M 0.07%
69,844
+42,059
410
$4.24M 0.07%
147,148
+7,220
411
$4.23M 0.07%
98,155
+4,958
412
$4.21M 0.07%
335,661
+17,018
413
$4.2M 0.07%
40,960
+5,148
414
$4.2M 0.07%
196,283
+9,916
415
$4.19M 0.07%
16,845
+786
416
$4.15M 0.07%
155,207
+7,906
417
$4.15M 0.07%
+116,600
418
$4.13M 0.07%
399,589
+20,368
419
$4.12M 0.06%
5,092
+929
420
$4.1M 0.06%
136,348
+6,834
421
$4.07M 0.06%
+48,675
422
$4.06M 0.06%
69,845
+2,585
423
$4.04M 0.06%
527,787
+26,800
424
$4.04M 0.06%
56,252
+7,367
425
$4.04M 0.06%
26,743
+5,563
15 16
17
18 19