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
701
$2.19M 0.03%
40,153
-168
702
$2.18M 0.03%
16,829
-507
703
$2.18M 0.03%
29,998
+20,593
704
$2.17M 0.03%
16,067
+238
705
$2.16M 0.03%
57,289
+40,309
706
$2.16M 0.03%
10,492
+1,164
707
$2.16M 0.03%
+8,899
708
$2.15M 0.03%
121,017
+5,836
709
$2.14M 0.03%
11,693
+1,758
710
$2.13M 0.03%
290,626
-39,155
711
$2.13M 0.03%
+56,440
712
$2.13M 0.03%
27,183
+3,713
713
$2.12M 0.03%
74,664
+3,594
714
$2.12M 0.03%
312,387
+15,245
715
$2.12M 0.03%
6,259
+5,129
716
$2.11M 0.03%
16,056
+11,282
717
$2.11M 0.03%
29,041
+2,626
718
$2.1M 0.03%
81,664
-132,551
719
$2.09M 0.03%
8,990
+1,987
720
$2.09M 0.03%
19,365
+2,764
721
$2.08M 0.03%
45,021
+2,156
722
$2.07M 0.03%
3,588
+1,267
723
$2.07M 0.03%
41,048
+2,507
724
$2.07M 0.03%
310,132
+5,750
725
$2.06M 0.03%
47,253
-5,581
27 28
29
30 31