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
576
$2.58M 0.04%
90,185
-4,244
577
$2.58M 0.04%
41,171
+3,630
578
$2.58M 0.04%
2,713
+228
579
$2.57M 0.04%
41,835
-3,483
580
$2.55M 0.04%
72,199
+12,888
581
$2.55M 0.04%
86,251
+4,288
582
$2.54M 0.04%
8,406
+292
583
$2.53M 0.04%
21,430
+1,072
584
$2.52M 0.04%
13,158
+4,629
585
$2.52M 0.04%
184,437
+16,937
586
$2.49M 0.04%
77,090
+3,886
587
$2.49M 0.04%
50,514
+877
588
$2.48M 0.04%
74,250
+3,752
589
$2.47M 0.04%
5,031
+201
590
$2.47M 0.04%
329,781
-163,723
591
$2.47M 0.04%
147,978
-26,049
592
$2.47M 0.04%
+91,187
593
$2.47M 0.04%
47,836
-106,601
594
$2.47M 0.04%
29,150
+10,213
595
$2.46M 0.04%
113,128
+5,762
596
$2.45M 0.04%
242,690
+12,328
597
$2.45M 0.04%
338,679
+17,152
598
$2.45M 0.04%
8,944
+4,121
599
$2.45M 0.04%
37,194
+10,762
600
$2.44M 0.04%
358,927
+66,647
22 23
24
25 26