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
676
$2.3M 0.03%
7,005
+2,653
677
$2.3M 0.03%
12,335
+1,840
678
$2.3M 0.03%
31,136
+622
679
$2.3M 0.03%
181,633
+8,784
680
$2.3M 0.03%
33,346
+5,712
681
$2.29M 0.03%
52,075
-17,105
682
$2.29M 0.03%
100,748
+4,885
683
$2.29M 0.03%
52,529
-150,257
684
$2.29M 0.03%
23,101
+3,816
685
$2.29M 0.03%
331,814
+16,194
686
$2.28M 0.03%
18,227
+4,340
687
$2.28M 0.03%
60,200
+5,184
688
$2.28M 0.03%
7,319
-16,601
689
$2.28M 0.03%
78,761
+3,767
690
$2.26M 0.03%
26,562
+2,784
691
$2.25M 0.03%
22,046
+1,362
692
$2.24M 0.03%
16,270
-125,895
693
$2.22M 0.03%
48,142
+2,288
694
$2.21M 0.03%
35,314
-55,808
695
$2.21M 0.03%
34,511
+1,620
696
$2.21M 0.03%
16,265
+3,850
697
$2.21M 0.03%
45,822
+2,170
698
$2.2M 0.03%
4,084
-58
699
$2.2M 0.03%
42,813
+26,742
700
$2.19M 0.03%
70,677
+3,390
26 27
28
29 30