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
601
$2.63M 0.04%
61,501
+2,953
602
$2.63M 0.04%
+58,979
603
$2.63M 0.04%
377,291
+18,364
604
$2.62M 0.04%
+77,576
605
$2.61M 0.04%
110,082
+352
606
$2.6M 0.04%
52,364
+1,304
607
$2.59M 0.04%
9,129
+949
608
$2.59M 0.04%
34,157
+5,007
609
$2.59M 0.04%
14,913
-16,558
610
$2.59M 0.04%
94,497
-266,293
611
$2.59M 0.04%
7,012
-10,856
612
$2.58M 0.04%
36,103
+9,656
613
$2.58M 0.04%
147,648
-593,808
614
$2.57M 0.04%
108,704
+5,258
615
$2.56M 0.04%
71,856
+230
616
$2.56M 0.04%
9,936
+2,587
617
$2.56M 0.04%
14,507
+7,103
618
$2.56M 0.04%
325,106
+15,857
619
$2.55M 0.04%
9,689
+1,283
620
$2.55M 0.04%
89,479
+369
621
$2.55M 0.04%
55,589
-2,216
622
$2.55M 0.04%
2,416
+190
623
$2.54M 0.04%
28,230
-143,439
624
$2.54M 0.04%
48,929
+22,383
625
$2.53M 0.04%
22,497
+1,067
23 24
25
26 27