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
751
$1.59M 0.02%
24,032
+2,324
752
$1.58M 0.02%
2,499
+298
753
$1.58M 0.02%
132,316
+6,700
754
$1.57M 0.02%
7,561
+510
755
$1.57M 0.02%
9,118
+402
756
$1.57M 0.02%
37,892
+1,876
757
$1.56M 0.02%
13,967
+4,092
758
$1.56M 0.02%
8,195
+1,392
759
$1.55M 0.02%
7,003
+612
760
$1.54M 0.02%
1,080
-4,241
761
$1.54M 0.02%
158,430
+8,040
762
$1.54M 0.02%
34,519
+1,742
763
$1.54M 0.02%
31,514
+1,043
764
$1.53M 0.02%
359,419
+66,210
765
$1.53M 0.02%
50,622
+2,546
766
$1.53M 0.02%
63,743
-127,491
767
$1.53M 0.02%
+12,636
768
$1.53M 0.02%
117,790
+5,896
769
$1.53M 0.02%
175,500
+8,844
770
$1.52M 0.02%
12,842
+1,531
771
$1.52M 0.02%
3,015
-20,038
772
$1.52M 0.02%
+36,180
773
$1.51M 0.02%
133,379
+7,507
774
$1.51M 0.02%
10,021
+395
775
$1.5M 0.02%
+41,242
29 30
31
32 33