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
476
$3.68M 0.05%
280,445
+13,607
477
$3.66M 0.05%
16,575
+6,391
478
$3.65M 0.05%
349,350
+16,950
479
$3.64M 0.05%
21,455
+628
480
$3.64M 0.05%
169,183
+8,207
481
$3.63M 0.05%
49,073
+26,231
482
$3.63M 0.05%
475,818
+120,777
483
$3.62M 0.05%
156,312
+118,611
484
$3.61M 0.05%
194,899
+9,409
485
$3.6M 0.05%
22,174
+372
486
$3.59M 0.05%
20,280
+5,274
487
$3.57M 0.05%
252,700
+12,291
488
$3.52M 0.05%
29,924
-78,906
489
$3.52M 0.05%
429,432
+20,945
490
$3.5M 0.05%
7,033
+1,006
491
$3.5M 0.05%
30,388
+3,470
492
$3.49M 0.05%
107,819
+5,233
493
$3.49M 0.05%
57,877
+23,019
494
$3.49M 0.05%
86,955
+4,456
495
$3.47M 0.05%
84,688
-181,140
496
$3.47M 0.05%
43,922
+1,329
497
$3.46M 0.05%
102,747
-9,662
498
$3.45M 0.05%
12,501
+468
499
$3.43M 0.05%
110,684
+5,341
500
$3.42M 0.05%
97,768
+4,702
18 19
20
21 22