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
526
$3.21M 0.05%
49,109
+11,341
527
$3.21M 0.05%
551,116
+26,890
528
$3.21M 0.05%
91,630
+1,445
529
$3.2M 0.05%
3,121
+408
530
$3.18M 0.05%
+64,225
531
$3.18M 0.05%
56,438
+20,854
532
$3.17M 0.05%
25,180
-36,050
533
$3.17M 0.05%
22,053
-13,714
534
$3.16M 0.05%
41,721
+88
535
$3.15M 0.05%
59,443
-4,997
536
$3.15M 0.05%
151,078
+7,236
537
$3.15M 0.05%
7,819
-4,786
538
$3.14M 0.05%
102,377
+19,056
539
$3.14M 0.05%
17,589
+8,392
540
$3.13M 0.05%
28,622
+10,964
541
$3.12M 0.05%
29,247
-71,041
542
$3.11M 0.05%
58,619
-4,981
543
$3.11M 0.05%
54,835
+14,677
544
$3.11M 0.05%
17,860
-4,030
545
$3.09M 0.05%
118,466
+757
546
$3.09M 0.05%
88,847
-3,550
547
$3.07M 0.04%
+88,417
548
$3.07M 0.04%
10,637
+4,970
549
$3.06M 0.04%
153,839
-341,739
550
$3.06M 0.04%
5,164
+1,117
20 21
22
23 24