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
51
$19.5M 0.28%
135,203
-10,479
52
$19.3M 0.28%
144,921
+48,091
53
$19.2M 0.28%
168,514
+15,462
54
$19.1M 0.28%
141,458
+66,014
55
$19.1M 0.28%
365,014
+4,460
56
$18.9M 0.28%
143,014
+37,984
57
$18.8M 0.27%
574,179
-136,773
58
$18.6M 0.27%
124,115
+64,708
59
$18.3M 0.27%
49,638
+28,604
60
$18.2M 0.27%
484,519
-315,840
61
$17.8M 0.26%
94,036
+27,181
62
$17.8M 0.26%
31,236
-4,509
63
$17.5M 0.26%
437,781
+66,418
64
$17.5M 0.26%
720,560
+107,858
65
$17.3M 0.25%
97,178
+15,934
66
$16.9M 0.25%
279,783
+41,327
67
$16.6M 0.24%
293,943
+250,451
68
$16.4M 0.24%
129,683
+54,182
69
$16.3M 0.24%
129,431
+46,270
70
$16.3M 0.24%
59,091
+9,868
71
$16.2M 0.24%
33,328
+3,320
72
$16.1M 0.24%
55,609
+1,129
73
$16.1M 0.24%
180,860
+81,100
74
$16M 0.23%
299,814
+273,601
75
$15.8M 0.23%
390,433
+197,381
1 2
3
4 5