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
651
$2.41M 0.04%
60,917
+2,910
652
$2.4M 0.04%
31,256
+1,256
653
$2.4M 0.04%
5,713
+1,762
654
$2.39M 0.04%
77,853
+3,745
655
$2.38M 0.03%
28,936
+5,894
656
$2.38M 0.03%
+12,715
657
$2.38M 0.03%
26,615
+3,202
658
$2.37M 0.03%
543,285
+26,549
659
$2.37M 0.03%
11,164
-2,773
660
$2.37M 0.03%
92,630
+4,447
661
$2.36M 0.03%
+43,374
662
$2.36M 0.03%
2,504
+404
663
$2.36M 0.03%
9,268
+150
664
$2.36M 0.03%
67,654
-11,411
665
$2.36M 0.03%
46,658
-111,016
666
$2.36M 0.03%
155,486
+7,508
667
$2.35M 0.03%
76,108
+13,277
668
$2.34M 0.03%
40,142
+1,890
669
$2.34M 0.03%
225,830
+41,393
670
$2.34M 0.03%
6,814
-7,214
671
$2.33M 0.03%
444,171
+8,250
672
$2.31M 0.03%
12,769
+3,037
673
$2.31M 0.03%
11,571
+2,776
674
$2.31M 0.03%
62,093
-1
675
$2.31M 0.03%
137,220
+6,631
25 26
27
28 29