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
51
$18.1M 0.29%
824,862
-71,851
52
$18.1M 0.29%
62,637
+9
53
$18M 0.28%
238,456
+22,606
54
$17.7M 0.28%
35,745
+22,342
55
$17.5M 0.28%
30,008
-3,491
56
$17.5M 0.28%
84,898
+36,710
57
$17.5M 0.27%
145,682
+15,413
58
$17.4M 0.27%
98,591
+30,825
59
$17.2M 0.27%
100,282
-3,696
60
$17.2M 0.27%
338,331
+52,775
61
$17.2M 0.27%
76,304
+36,754
62
$17.1M 0.27%
49,223
-2,404
63
$17M 0.27%
36,896
+2,164
64
$17M 0.27%
99,785
+8,406
65
$16.9M 0.27%
39,265
+25,421
66
$16.9M 0.27%
100,845
+9,497
67
$16.9M 0.27%
142,165
+90,445
68
$16.7M 0.26%
3,971
+266
69
$16.7M 0.26%
371,363
-101,733
70
$16.6M 0.26%
54,480
-3,683
71
$16.5M 0.26%
133,819
+56,135
72
$16M 0.25%
81,244
-9,361
73
$15.9M 0.25%
72,118
-2,678
74
$15.9M 0.25%
633,273
+431,540
75
$15.7M 0.25%
95,777
+7,354
1 2
3
4 5