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
551
$2.75M 0.04%
42,405
+5,263
552
$2.75M 0.04%
85,485
+4,288
553
$2.74M 0.04%
158,970
+8,040
554
$2.72M 0.04%
20,541
+868
555
$2.72M 0.04%
138,721
+6,968
556
$2.72M 0.04%
85,793
+16,551
557
$2.72M 0.04%
73,095
+44,571
558
$2.72M 0.04%
45,450
-42,978
559
$2.71M 0.04%
16,675
+3,177
560
$2.7M 0.04%
340,637
+114,072
561
$2.69M 0.04%
519,967
+26,398
562
$2.69M 0.04%
41,601
+32,734
563
$2.68M 0.04%
49,073
+5,792
564
$2.66M 0.04%
+195,144
565
$2.65M 0.04%
55,016
+1,618
566
$2.64M 0.04%
71,626
-26,122
567
$2.64M 0.04%
79,065
-10,414
568
$2.64M 0.04%
93,691
+4,690
569
$2.63M 0.04%
95,863
+4,824
570
$2.62M 0.04%
10,184
+7,752
571
$2.62M 0.04%
34,858
-294
572
$2.61M 0.04%
42,127
+1,465
573
$2.61M 0.04%
72,563
+48,851
574
$2.61M 0.04%
40,321
+1,107
575
$2.58M 0.04%
66,606
+18,636
21 22
23
24 25