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
626
$2.28M 0.04%
14,409
+2,864
627
$2.27M 0.04%
184,148
+9,380
628
$2.26M 0.04%
73,443
-5,859
629
$2.26M 0.04%
15,829
-21,297
630
$2.26M 0.04%
57,871
+2,948
631
$2.26M 0.04%
79,694
-2,461
632
$2.25M 0.04%
52,834
+2,680
633
$2.25M 0.04%
43,492
-5,331
634
$2.24M 0.04%
+12,707
635
$2.24M 0.04%
81,645
+4,154
636
$2.24M 0.04%
16,765
+2,453
637
$2.22M 0.03%
26,415
+4,668
638
$2.21M 0.03%
112,694
-55,259
639
$2.21M 0.03%
411,449
+68,795
640
$2.2M 0.03%
23,470
+5,512
641
$2.2M 0.03%
193,514
+9,782
642
$2.2M 0.03%
62,094
+4,104
643
$2.2M 0.03%
66,327
+2,125
644
$2.19M 0.03%
40,158
+6,419
645
$2.19M 0.03%
6,563
-9,493
646
$2.19M 0.03%
27,634
-199
647
$2.19M 0.03%
27,710
+4,691
648
$2.19M 0.03%
4,142
-51,616
649
$2.17M 0.03%
19,285
+3,229
650
$2.17M 0.03%
74,994
+3,752
24 25
26
27 28