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
801
$1.66M 0.02%
1,307
+227
802
$1.64M 0.02%
193,501
+9,353
803
$1.64M 0.02%
13,771
+3,172
804
$1.64M 0.02%
51,121
+2,411
805
$1.63M 0.02%
23,557
+1,476
806
$1.62M 0.02%
5,763
-3,181
807
$1.62M 0.02%
177,139
+8,639
808
$1.61M 0.02%
33,697
+6,079
809
$1.61M 0.02%
57,157
+2,744
810
$1.61M 0.02%
13,556
+2,152
811
$1.61M 0.02%
1,312
+974
812
$1.6M 0.02%
136,679
+6,664
813
$1.59M 0.02%
298,532
+14,531
814
$1.59M 0.02%
4,643
-16,345
815
$1.59M 0.02%
17,379
+3,412
816
$1.58M 0.02%
18,361
+15,087
817
$1.58M 0.02%
167,952
+34,573
818
$1.58M 0.02%
112,874
-19,442
819
$1.58M 0.02%
145,220
+2,700
820
$1.57M 0.02%
51,572
+950
821
$1.57M 0.02%
64,317
+3,075
822
$1.57M 0.02%
217,552
+10,485
823
$1.57M 0.02%
15,166
+5,673
824
$1.57M 0.02%
42,303
+2,000
825
$1.56M 0.02%
8,091
-25,190
31 32
33
34 35