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
401
$4.56M 0.07%
181,954
-451,319
402
$4.55M 0.07%
20,617
+2,977
403
$4.54M 0.07%
143,286
+6,938
404
$4.54M 0.07%
64,930
+3,105
405
$4.52M 0.07%
582,767
+28,370
406
$4.52M 0.07%
+1,185,244
407
$4.51M 0.07%
+139,921
408
$4.5M 0.07%
158,122
+7,670
409
$4.5M 0.07%
24,634
+5,606
410
$4.5M 0.07%
136,043
+6,584
411
$4.47M 0.07%
102,977
-95,181
412
$4.47M 0.07%
76,517
-8,075
413
$4.44M 0.06%
19,833
-22,087
414
$4.43M 0.06%
194,875
+9,448
415
$4.42M 0.06%
14,708
+1,734
416
$4.41M 0.06%
7,021
+1,465
417
$4.38M 0.06%
25,854
+1,072
418
$4.33M 0.06%
9,144
+1,364
419
$4.32M 0.06%
229,485
+11,149
420
$4.32M 0.06%
6,137
+1,045
421
$4.32M 0.06%
111,476
-87,788
422
$4.29M 0.06%
177,144
-71,669
423
$4.29M 0.06%
250,604
+12,156
424
$4.27M 0.06%
31,814
+3,518
425
$4.26M 0.06%
89,104
+4,292
15 16
17
18 19