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
826
$1.56M 0.02%
81,656
-110,373
827
$1.55M 0.02%
+25,691
828
$1.55M 0.02%
12,595
-41
829
$1.54M 0.02%
80,184
+33,247
830
$1.54M 0.02%
20,132
+4,480
831
$1.53M 0.02%
81,847
+3,939
832
$1.53M 0.02%
+29,210
833
$1.52M 0.02%
34,932
+1,629
834
$1.52M 0.02%
+34,916
835
$1.52M 0.02%
108,739
+41,887
836
$1.51M 0.02%
25,092
+3,087
837
$1.51M 0.02%
+10,752
838
$1.5M 0.02%
6,623
+756
839
$1.5M 0.02%
129,082
+6,135
840
$1.5M 0.02%
+41,426
841
$1.5M 0.02%
39,890
+3,848
842
$1.49M 0.02%
49,357
+734
843
$1.49M 0.02%
84,568
+4,093
844
$1.49M 0.02%
36,211
+1,692
845
$1.49M 0.02%
158,347
+7,614
846
$1.48M 0.02%
43,691
+2,042
847
$1.48M 0.02%
49,267
+2,836
848
$1.48M 0.02%
37,186
+9,460
849
$1.48M 0.02%
+67,954
850
$1.46M 0.02%
123,756
+5,966
32 33
34
35 36