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
476
$3.52M 0.06%
12,974
+1,526
477
$3.5M 0.06%
43,464
+1,251
478
$3.5M 0.06%
105,343
+5,360
479
$3.5M 0.06%
192,029
+4,036
480
$3.49M 0.05%
26,057
-3,182
481
$3.49M 0.05%
20,073
+2,360
482
$3.48M 0.05%
214,215
+10,854
483
$3.47M 0.05%
12,033
+2,446
484
$3.46M 0.05%
9,028
-38
485
$3.45M 0.05%
149,371
+20,593
486
$3.45M 0.05%
5,556
-1,011
487
$3.44M 0.05%
137,597
+4,522
488
$3.43M 0.05%
136,972
+6,968
489
$3.4M 0.05%
+309,249
490
$3.38M 0.05%
48,047
-124,343
491
$3.36M 0.05%
39,735
+2,974
492
$3.36M 0.05%
64,069
+11,089
493
$3.35M 0.05%
19,578
+665
494
$3.34M 0.05%
11,798
-123
495
$3.33M 0.05%
143,842
+7,236
496
$3.32M 0.05%
14,285
+4,702
497
$3.31M 0.05%
16,952
+8,058
498
$3.31M 0.05%
42,593
-7,717
499
$3.29M 0.05%
+218,336
500
$3.28M 0.05%
+103,348
18 19
20
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