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
26
$28.2M 0.44%
31,796
-1,520
27
$27.8M 0.44%
710,952
+246,059
28
$27.7M 0.44%
171,102
+13,910
29
$27M 0.43%
66,727
-422
30
$24.4M 0.38%
169,859
-103,814
31
$24.1M 0.38%
138,991
-261
32
$23.4M 0.37%
111,062
+8,893
33
$23.3M 0.37%
230,414
+6,660
34
$22.6M 0.36%
424,830
+33,404
35
$21.8M 0.34%
41,965
+8,379
36
$21.8M 0.34%
140,833
+33,883
37
$20.8M 0.33%
122,371
+39,894
38
$20.5M 0.32%
63,697
-846
39
$20.1M 0.32%
153,052
-13,599
40
$20.1M 0.32%
51,315
-113
41
$20M 0.31%
72,571
+9,675
42
$19.5M 0.31%
113,108
-28,113
43
$19.1M 0.3%
105,030
+16,680
44
$19M 0.3%
72,563
+2,001
45
$18.8M 0.3%
54,649
-737
46
$18.8M 0.3%
242,419
+12,641
47
$18.8M 0.3%
32,097
+1,229
48
$18.6M 0.29%
216,645
+144,854
49
$18.4M 0.29%
186,505
-7,265
50
$18.4M 0.29%
360,554
-35,199
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