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
751
$1.91M 0.03%
5,610
+371
752
$1.91M 0.03%
69,862
+3,412
753
$1.9M 0.03%
6,438
+1,695
754
$1.9M 0.03%
+146,392
755
$1.9M 0.03%
576,064
+28,079
756
$1.9M 0.03%
9,160
+965
757
$1.89M 0.03%
25,533
+1,501
758
$1.89M 0.03%
373,159
+18,286
759
$1.89M 0.03%
59,663
+2,868
760
$1.89M 0.03%
117,080
+5,686
761
$1.88M 0.03%
+43,754
762
$1.88M 0.03%
48,392
+2,297
763
$1.87M 0.03%
38,560
+19,562
764
$1.87M 0.03%
512,422
+412,042
765
$1.84M 0.03%
203,302
+9,788
766
$1.84M 0.03%
8,025
+43
767
$1.84M 0.03%
49,861
+10,579
768
$1.84M 0.03%
63,137
+3,023
769
$1.84M 0.03%
32,240
-20,585
770
$1.83M 0.03%
34,526
+3,012
771
$1.83M 0.03%
+45,830
772
$1.83M 0.03%
2,879
+380
773
$1.83M 0.03%
184,535
+9,035
774
$1.82M 0.03%
17,749
+13,655
775
$1.81M 0.03%
72,890
+3,541
29 30
31
32 33