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
451
$3.75M 0.06%
102,586
+59,460
452
$3.74M 0.06%
4,047
+909
453
$3.73M 0.06%
20,827
+282
454
$3.72M 0.06%
22,507
-3,356
455
$3.72M 0.06%
46,367
+2,278
456
$3.71M 0.06%
137,820
+6,968
457
$3.69M 0.06%
7,780
+2,831
458
$3.67M 0.06%
7,254
+844
459
$3.67M 0.06%
149,939
-286,594
460
$3.67M 0.06%
18,908
+15,506
461
$3.64M 0.06%
324,807
+16,482
462
$3.64M 0.06%
17,640
+7,042
463
$3.64M 0.06%
27,397
+636
464
$3.63M 0.06%
79,547
-8,975
465
$3.63M 0.06%
25,977
+16,013
466
$3.63M 0.06%
+128,712
467
$3.61M 0.06%
+283,140
468
$3.6M 0.06%
139,080
+6,968
469
$3.58M 0.06%
30,495
+5,707
470
$3.57M 0.06%
240,409
+12,194
471
$3.55M 0.06%
178,615
+5,166
472
$3.55M 0.06%
21,802
-10,353
473
$3.55M 0.06%
232,090
+11,792
474
$3.53M 0.06%
112,409
+5,628
475
$3.52M 0.06%
6,110
-742
17 18
19
20 21