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
26
$27.6M 0.4%
224,782
+2,511
27
$27.5M 0.4%
190,238
+19,136
28
$27.1M 0.4%
161,933
+22,942
29
$26.9M 0.39%
34,841
+3,045
30
$26.8M 0.39%
174,743
+52,372
31
$26.6M 0.39%
449,442
+24,612
32
$26.3M 0.38%
67,654
+927
33
$25.7M 0.38%
81,263
+8,692
34
$25.6M 0.37%
254,166
+23,752
35
$23.3M 0.34%
877,300
+369,044
36
$23.2M 0.34%
89,086
+25,389
37
$23.2M 0.34%
245,334
+2,915
38
$23.1M 0.34%
354,903
+195,982
39
$22.8M 0.33%
61,872
+19,907
40
$22.6M 0.33%
250,547
+91,707
41
$21.4M 0.31%
130,364
+17,256
42
$21.1M 0.31%
138,963
+39,178
43
$21M 0.31%
433,029
+151,573
44
$20.8M 0.3%
109,097
+8,252
45
$20.4M 0.3%
40,399
+8,302
46
$20.3M 0.3%
219,579
+78,657
47
$20.1M 0.29%
44,401
+7,505
48
$20.1M 0.29%
111,412
+12,821
49
$19.7M 0.29%
37,468
+8,259
50
$19.5M 0.28%
66,900
+12,251
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