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
426
$4.04M 0.06%
61,825
+1,204
427
$4.02M 0.06%
8,177
+345
428
$4.01M 0.06%
30,825
+11,321
429
$4.01M 0.06%
462,035
+23,450
430
$4.01M 0.06%
84,812
+4,288
431
$3.95M 0.06%
28,296
+16,782
432
$3.92M 0.06%
19,028
+2,956
433
$3.91M 0.06%
29,085
+2,855
434
$3.91M 0.06%
48,604
-501
435
$3.91M 0.06%
124,522
+6,298
436
$3.9M 0.06%
180,340
+33,109
437
$3.89M 0.06%
39,941
+4,966
438
$3.88M 0.06%
14,291
+281
439
$3.87M 0.06%
34,585
+4,654
440
$3.86M 0.06%
79,506
-21,464
441
$3.84M 0.06%
192,767
+9,782
442
$3.83M 0.06%
145,638
+7,370
443
$3.82M 0.06%
172,905
+22,776
444
$3.81M 0.06%
224,049
+11,390
445
$3.8M 0.06%
169,695
+8,576
446
$3.78M 0.06%
15,883
-452
447
$3.77M 0.06%
9,622
+7,158
448
$3.77M 0.06%
8,021
+1,329
449
$3.76M 0.06%
+554,397
450
$3.76M 0.06%
207,875
+10,586
16 17
18
19 20