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
501
$3.28M 0.05%
9,900
-13,450
502
$3.28M 0.05%
194,772
+9,916
503
$3.24M 0.05%
524,226
+26,666
504
$3.21M 0.05%
797,654
+40,602
505
$3.2M 0.05%
64,440
+3,216
506
$3.19M 0.05%
26,918
+19,610
507
$3.19M 0.05%
123,574
-80,022
508
$3.15M 0.05%
256,171
+12,998
509
$3.13M 0.05%
92,397
-4,977
510
$3.11M 0.05%
6,027
+377
511
$3.11M 0.05%
13,937
+717
512
$3.11M 0.05%
52,825
-7,124
513
$3.1M 0.05%
8,067
+1,521
514
$3.09M 0.05%
266,838
+13,534
515
$3.09M 0.05%
19,920
+9,559
516
$3.08M 0.05%
30,000
-52,412
517
$3.05M 0.05%
15,172
+597
518
$3.04M 0.05%
74,396
+3,752
519
$3.04M 0.05%
106,519
+5,360
520
$3.04M 0.05%
206,345
+6,562
521
$3M 0.05%
41,342
-90,439
522
$2.99M 0.05%
83,752
-28,414
523
$2.99M 0.05%
93,066
+4,690
524
$2.98M 0.05%
28,894
-12,910
525
$2.97M 0.05%
516,736
+26,264
19 20
21
22 23