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
601
$2.43M 0.04%
160,976
+8,174
602
$2.42M 0.04%
297,142
+15,142
603
$2.41M 0.04%
173,888
+8,844
604
$2.4M 0.04%
4,190
+55
605
$2.4M 0.04%
10,265
+6,426
606
$2.4M 0.04%
23,745
+5,581
607
$2.39M 0.04%
213,445
+10,854
608
$2.38M 0.04%
435,921
+22,110
609
$2.37M 0.04%
71,616
+3,618
610
$2.35M 0.04%
126,678
-27,190
611
$2.35M 0.04%
126,884
+6,432
612
$2.35M 0.04%
106,057
-70,599
613
$2.35M 0.04%
6,504
+399
614
$2.34M 0.04%
60,114
+2,948
615
$2.31M 0.04%
2,226
+473
616
$2.31M 0.04%
9,935
+508
617
$2.31M 0.04%
52,817
+2,680
618
$2.3M 0.04%
8,180
+457
619
$2.3M 0.04%
+26,447
620
$2.3M 0.04%
+63,600
621
$2.29M 0.04%
89,110
+4,422
622
$2.29M 0.04%
167,003
+8,442
623
$2.29M 0.04%
23,361
-73,562
624
$2.28M 0.04%
15,006
+505
625
$2.28M 0.04%
22,714
-225
23 24
25
26 27