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
726
$1.7M 0.03%
3,951
+1,724
727
$1.7M 0.03%
88,857
+4,422
728
$1.69M 0.03%
66,450
+3,350
729
$1.69M 0.03%
7,154
-15,595
730
$1.68M 0.03%
32,891
-7,180
731
$1.68M 0.03%
+46,095
732
$1.68M 0.03%
5,667
-7,150
733
$1.68M 0.03%
9,328
+626
734
$1.67M 0.03%
130,566
+6,566
735
$1.66M 0.03%
68,956
+3,484
736
$1.65M 0.03%
73,651
+3,752
737
$1.64M 0.03%
71,278
+5,085
738
$1.64M 0.03%
48,623
+21
739
$1.63M 0.03%
354,873
+18,090
740
$1.63M 0.03%
6,927
+200
741
$1.62M 0.03%
168,500
+8,576
742
$1.62M 0.03%
61,242
+3,082
743
$1.62M 0.03%
342,460
+17,420
744
$1.62M 0.03%
14,738
+953
745
$1.61M 0.03%
49,472
-2,380
746
$1.6M 0.03%
13,482
+414
747
$1.6M 0.03%
23,778
+657
748
$1.6M 0.03%
33,888
+9,349
749
$1.59M 0.03%
58,548
+2,948
750
$1.59M 0.03%
130,015
-90,382
28 29
30
31 32