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
526
$2.96M 0.05%
41,100
-13,064
527
$2.95M 0.05%
12,297
+3,222
528
$2.93M 0.05%
57,805
+10,371
529
$2.93M 0.05%
117,709
+5,909
530
$2.93M 0.05%
83,321
-199,684
531
$2.92M 0.05%
6,504
+1,358
532
$2.92M 0.05%
43,373
+2,805
533
$2.92M 0.05%
226,070
+11,524
534
$2.91M 0.05%
20,663
-66
535
$2.91M 0.05%
339,592
+61,054
536
$2.91M 0.05%
290,057
+8,388
537
$2.9M 0.05%
355,041
+18,090
538
$2.89M 0.05%
44,424
-22,288
539
$2.88M 0.05%
144,726
+4,185
540
$2.88M 0.05%
69,180
+3,484
541
$2.87M 0.05%
118,096
-880
542
$2.85M 0.04%
41,633
-9,997
543
$2.85M 0.04%
141,976
+26,756
544
$2.81M 0.04%
51,060
-289
545
$2.81M 0.04%
5,537
+1,515
546
$2.8M 0.04%
315,620
+16,080
547
$2.79M 0.04%
20,510
+6,907
548
$2.78M 0.04%
547,985
+27,872
549
$2.78M 0.04%
109,730
+41,981
550
$2.76M 0.04%
33,277
+17,525
20 21
22
23 24