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
776
$1.81M 0.03%
30,977
-195
777
$1.8M 0.03%
+211,609
778
$1.8M 0.03%
72,406
+3,450
779
$1.8M 0.03%
7,630
+566
780
$1.79M 0.03%
17,820
+7,936
781
$1.79M 0.03%
2,930
-5,968
782
$1.78M 0.03%
4,969
+1,114
783
$1.78M 0.03%
8,108
+5,270
784
$1.77M 0.03%
56,507
-29,286
785
$1.76M 0.03%
27,259
+17,450
786
$1.75M 0.03%
+20,487
787
$1.75M 0.03%
95,011
+4,609
788
$1.75M 0.03%
21,366
-11,911
789
$1.75M 0.03%
100,859
+4,895
790
$1.74M 0.03%
+91,602
791
$1.73M 0.03%
10,636
-6,316
792
$1.7M 0.02%
39,725
+1,833
793
$1.69M 0.02%
31,293
-48,254
794
$1.69M 0.02%
6,820
+1,635
795
$1.69M 0.02%
260,107
-21,314
796
$1.68M 0.02%
407,832
+19,820
797
$1.68M 0.02%
+16,194
798
$1.67M 0.02%
6,057
+3,799
799
$1.67M 0.02%
6,856
+1,476
800
$1.66M 0.02%
12,441
+3,086
30 31
32
33 34