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
651
$2.14M 0.03%
20,684
+418
652
$2.14M 0.03%
31,793
+6,206
653
$2.14M 0.03%
19,881
+14,001
654
$2.13M 0.03%
74,108
+3,752
655
$2.13M 0.03%
23,765
+2,283
656
$2.13M 0.03%
45,345
+16,753
657
$2.12M 0.03%
12,348
+2,440
658
$2.1M 0.03%
284,001
+14,472
659
$2.09M 0.03%
221,897
+11,256
660
$2.09M 0.03%
37,768
+7,426
661
$2.09M 0.03%
30,514
+1,706
662
$2.09M 0.03%
62,831
+5,151
663
$2.09M 0.03%
+304,606
664
$2.08M 0.03%
42,628
+14,178
665
$2.08M 0.03%
23,042
+915
666
$2.08M 0.03%
17,658
+4,482
667
$2.07M 0.03%
88,183
+4,422
668
$2.07M 0.03%
47,408
+2,412
669
$2.07M 0.03%
176,438
+8,978
670
$2.05M 0.03%
23,214
+2,243
671
$2.04M 0.03%
35,218
+1,742
672
$2.01M 0.03%
38,252
+1,876
673
$2M 0.03%
306,969
+15,544
674
$2M 0.03%
8,208
+6,072
675
$2M 0.03%
+118,890
25 26
27
28 29