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
701
$1.85M 0.03%
95,964
-173,122
702
$1.85M 0.03%
14,092
-4,516
703
$1.85M 0.03%
13,887
+2,790
704
$1.85M 0.03%
7,404
+5,935
705
$1.83M 0.03%
87,017
+4,422
706
$1.82M 0.03%
190,463
+9,648
707
$1.82M 0.03%
97,722
+4,958
708
$1.81M 0.03%
56,795
+2,814
709
$1.8M 0.03%
22,446
+1,211
710
$1.8M 0.03%
7,349
+2,049
711
$1.8M 0.03%
115,181
+5,762
712
$1.78M 0.03%
7,982
+608
713
$1.78M 0.03%
+38,541
714
$1.78M 0.03%
9,732
+1,935
715
$1.77M 0.03%
31,172
+9,918
716
$1.77M 0.03%
10,599
+2,051
717
$1.76M 0.03%
304,382
+15,410
718
$1.76M 0.03%
35,584
-3,060
719
$1.74M 0.03%
10,829
+854
720
$1.74M 0.03%
1,652
+109
721
$1.73M 0.03%
111,394
+5,628
722
$1.73M 0.03%
128,362
+6,432
723
$1.72M 0.03%
10,495
+2,121
724
$1.72M 0.03%
60,114
+2,948
725
$1.71M 0.03%
+16,933
27 28
29
30 31