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
426
$4.26M 0.06%
10,164
+1,104
427
$4.23M 0.06%
159,251
+12,103
428
$4.21M 0.06%
55,066
-23,267
429
$4.21M 0.06%
39,797
+5,042
430
$4.18M 0.06%
45,818
+5,877
431
$4.17M 0.06%
341,423
+16,616
432
$4.16M 0.06%
149,219
+7,243
433
$4.15M 0.06%
19,735
+3,852
434
$4.14M 0.06%
146,122
+7,042
435
$4.13M 0.06%
34,186
+3,691
436
$4.12M 0.06%
9,548
+1,481
437
$4.12M 0.06%
144,832
+7,012
438
$4.12M 0.06%
8,496
+2,959
439
$4.11M 0.06%
8,468
+1,214
440
$4.1M 0.06%
30,667
+1,461
441
$4.08M 0.06%
8,826
+2,322
442
$4.07M 0.06%
36,029
-86,149
443
$4.04M 0.06%
25,575
+3,068
444
$4.03M 0.06%
120,503
-4,019
445
$4.01M 0.06%
237,609
+11,539
446
$4M 0.06%
69,784
-26,379
447
$4M 0.06%
17,420
+1,550
448
$3.96M 0.06%
41,686
+29,397
449
$3.96M 0.06%
29,785
-70,497
450
$3.96M 0.06%
12,115
-2,170
16 17
18
19 20