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
551
$3.01M 0.04%
255,130
+12,440
552
$3.01M 0.04%
+56,357
553
$3.01M 0.04%
81,171
+8,972
554
$2.99M 0.04%
44,743
+3,142
555
$2.99M 0.04%
89,789
+4,304
556
$2.99M 0.04%
37,406
+9,696
557
$2.97M 0.04%
48,496
+449
558
$2.97M 0.04%
24,828
+4,287
559
$2.96M 0.04%
384,876
-14,713
560
$2.96M 0.04%
8,906
-994
561
$2.94M 0.04%
356,960
+17,368
562
$2.94M 0.04%
20,952
-64,518
563
$2.93M 0.04%
382,349
+286,749
564
$2.93M 0.04%
82,788
-113,771
565
$2.93M 0.04%
26,121
+20,005
566
$2.92M 0.04%
357,988
+17,351
567
$2.91M 0.04%
84,982
+47,620
568
$2.91M 0.04%
118,851
+5,723
569
$2.9M 0.04%
98,430
+4,739
570
$2.89M 0.04%
8,693
+2,130
571
$2.88M 0.04%
206,267
+9,984
572
$2.87M 0.04%
5,388
-2,633
573
$2.85M 0.04%
145,756
+7,035
574
$2.85M 0.04%
34,134
+17,150
575
$2.85M 0.04%
1,070,416
+52,411
21 22
23
24 25