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
826
$1.31M 0.02%
8,222
+885
827
$1.31M 0.02%
4,743
+979
828
$1.3M 0.02%
4,417
+120
829
$1.3M 0.02%
24,921
+1,137
830
$1.3M 0.02%
207,067
+58,438
831
$1.3M 0.02%
37,362
+1,876
832
$1.29M 0.02%
10,094
+696
833
$1.29M 0.02%
163,742
+41,754
834
$1.29M 0.02%
53,773
+2,680
835
$1.29M 0.02%
15,495
-15,709
836
$1.28M 0.02%
84,509
+4,288
837
$1.28M 0.02%
5,380
+985
838
$1.28M 0.02%
222,130
+11,256
839
$1.28M 0.02%
+21,062
840
$1.27M 0.02%
86,299
+4,288
841
$1.27M 0.02%
42,796
+2,144
842
$1.27M 0.02%
279,486
+14,204
843
$1.27M 0.02%
22,005
-9,735
844
$1.27M 0.02%
41,657
+15,745
845
$1.26M 0.02%
9,355
+1,810
846
$1.26M 0.02%
81,637
+4,154
847
$1.26M 0.02%
47,191
-25,059
848
$1.26M 0.02%
27,618
+2,375
849
$1.25M 0.02%
18,998
-543
850
$1.25M 0.02%
37,701
-89,661
32 33
34
35 36