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
776
$1.5M 0.02%
40,303
+2,010
777
$1.49M 0.02%
150,733
+7,638
778
$1.49M 0.02%
71,070
+3,618
779
$1.49M 0.02%
+130,589
780
$1.48M 0.02%
22,842
+1,343
781
$1.48M 0.02%
124,244
+16,178
782
$1.47M 0.02%
82,788
+3,752
783
$1.47M 0.02%
76,458
+3,886
784
$1.46M 0.02%
35,246
+1,742
785
$1.46M 0.02%
43,106
+2,129
786
$1.46M 0.02%
22,081
-87,378
787
$1.45M 0.02%
8,795
+546
788
$1.44M 0.02%
250,021
+12,730
789
$1.44M 0.02%
77,908
+3,886
790
$1.44M 0.02%
16,984
+896
791
$1.44M 0.02%
12,839
+564
792
$1.43M 0.02%
697
+35
793
$1.43M 0.02%
122,947
+6,164
794
$1.42M 0.02%
10,041
+421
795
$1.41M 0.02%
5,867
+496
796
$1.41M 0.02%
49,284
+2,412
797
$1.41M 0.02%
95,736
-24,120
798
$1.4M 0.02%
57,523
-42,850
799
$1.4M 0.02%
69,349
+3,871
800
$1.4M 0.02%
16,328
+12,768
30 31
32
33 34