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
726
$2.05M 0.03%
293,761
+14,275
727
$2.05M 0.03%
29,047
-14,326
728
$2.05M 0.03%
29,567
+9,057
729
$2.04M 0.03%
37,994
-4,634
730
$2.04M 0.03%
13,529
-6,391
731
$2.03M 0.03%
133,356
+6,472
732
$2.03M 0.03%
96,233
-9,824
733
$2.03M 0.03%
175,555
+8,552
734
$2.03M 0.03%
78,812
+3,809
735
$2.02M 0.03%
130,625
+6,381
736
$2.02M 0.03%
102,680
+4,958
737
$2.02M 0.03%
54,868
-5,246
738
$2M 0.03%
55,666
-28,086
739
$2M 0.03%
60,805
+2,934
740
$1.98M 0.03%
49,787
+2,379
741
$1.97M 0.03%
185,482
+9,044
742
$1.97M 0.03%
13,207
+2,378
743
$1.95M 0.03%
90,623
+4,324
744
$1.95M 0.03%
546,562
+26,595
745
$1.94M 0.03%
37,972
-7,373
746
$1.93M 0.03%
+10,991
747
$1.92M 0.03%
7,789
+5,514
748
$1.91M 0.03%
74,091
-199,563
749
$1.91M 0.03%
85,798
+4,153
750
$1.91M 0.03%
356,068
+17,389
28 29
30
31 32