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
576
$2.84M 0.04%
+305,196
577
$2.83M 0.04%
35,376
+33,010
578
$2.82M 0.04%
12,220
+8,644
579
$2.81M 0.04%
24,752
+5,880
580
$2.81M 0.04%
135,928
+64,650
581
$2.79M 0.04%
76,236
+3,673
582
$2.79M 0.04%
14,472
-53,899
583
$2.78M 0.04%
179,189
+574
584
$2.77M 0.04%
12,110
+3,902
585
$2.77M 0.04%
119,931
-30,008
586
$2.75M 0.04%
48,730
+55
587
$2.75M 0.04%
7,644
+1,140
588
$2.74M 0.04%
417,758
+75,298
589
$2.73M 0.04%
21,209
+4,534
590
$2.72M 0.04%
74,930
-24,416
591
$2.71M 0.04%
19,159
-48,865
592
$2.7M 0.04%
5,695
+664
593
$2.69M 0.04%
182,743
+8,855
594
$2.67M 0.04%
74,288
+845
595
$2.67M 0.04%
233,185
+11,288
596
$2.66M 0.04%
28,756
+15,917
597
$2.66M 0.04%
218,529
+10,654
598
$2.65M 0.04%
75,501
-48,603
599
$2.64M 0.04%
50,597
+16,709
600
$2.63M 0.04%
90,584
+4,333
22 23
24
25 26