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
801
$1.4M 0.02%
17,364
-1,701
802
$1.4M 0.02%
80,475
+4,020
803
$1.39M 0.02%
99,639
-40,687
804
$1.39M 0.02%
26,546
-16,435
805
$1.39M 0.02%
54,413
+2,680
806
$1.39M 0.02%
15,652
+3,814
807
$1.38M 0.02%
11,404
+861
808
$1.38M 0.02%
9,197
+477
809
$1.36M 0.02%
42,716
+2,144
810
$1.36M 0.02%
35,278
+1,742
811
$1.36M 0.02%
41,649
+2,010
812
$1.35M 0.02%
2,321
+308
813
$1.35M 0.02%
92,312
+4,690
814
$1.35M 0.02%
118,881
+5,956
815
$1.35M 0.02%
43,633
+2,144
816
$1.34M 0.02%
109,552
+5,494
817
$1.34M 0.02%
111,804
+5,628
818
$1.34M 0.02%
142,520
+7,236
819
$1.34M 0.02%
29,963
+1,474
820
$1.34M 0.02%
48,710
+2,412
821
$1.33M 0.02%
3,855
+558
822
$1.32M 0.02%
167,376
+8,442
823
$1.32M 0.02%
119,048
+6,030
824
$1.32M 0.02%
205,373
+10,452
825
$1.31M 0.02%
+27,726
31 32
33
34 35