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
676
$2M 0.03%
5,239
+278
677
$1.99M 0.03%
388,012
+19,698
678
$1.99M 0.03%
45,854
+2,278
679
$1.98M 0.03%
+37,575
680
$1.97M 0.03%
43,652
+2,144
681
$1.96M 0.03%
90,402
+4,556
682
$1.96M 0.03%
23,413
+1,715
683
$1.96M 0.03%
67,287
+3,350
684
$1.95M 0.03%
42,865
-1,296
685
$1.94M 0.03%
18,872
+3,780
686
$1.94M 0.03%
7,064
+5,362
687
$1.94M 0.03%
14,188
+2,836
688
$1.94M 0.03%
172,849
+8,710
689
$1.93M 0.03%
75,003
+3,752
690
$1.92M 0.03%
103,446
+5,226
691
$1.91M 0.03%
16,601
+1,432
692
$1.91M 0.03%
281,421
+14,338
693
$1.9M 0.03%
17,336
+13,815
694
$1.9M 0.03%
7,883
+6,117
695
$1.89M 0.03%
158,873
+8,040
696
$1.88M 0.03%
12,415
+4,678
697
$1.86M 0.03%
2,100
+171
698
$1.86M 0.03%
6,938
+851
699
$1.86M 0.03%
9,082
+243
700
$1.85M 0.03%
58,007
+2,948
26 27
28
29 30