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
851
$1.23M 0.02%
12,289
-27,194
852
$1.23M 0.02%
32,772
+1,608
853
$1.23M 0.02%
36,042
+1,742
854
$1.22M 0.02%
53,098
+2,680
855
$1.22M 0.02%
+70,142
856
$1.21M 0.02%
+16,132
857
$1.19M 0.02%
32,172
+1,608
858
$1.18M 0.02%
91,011
+4,556
859
$1.18M 0.02%
11,387
+2,843
860
$1.18M 0.02%
26,213
-142,055
861
$1.17M 0.02%
2,108
+220
862
$1.16M 0.02%
39,282
-62,628
863
$1.16M 0.02%
155,550
+7,906
864
$1.15M 0.02%
13,105
+2,510
865
$1.14M 0.02%
61,638
+3,082
866
$1.13M 0.02%
33,303
+1,608
867
$1.13M 0.02%
+36,193
868
$1.13M 0.02%
21,607
+707
869
$1.12M 0.02%
19,899
+938
870
$1.12M 0.02%
9,237
+7,318
871
$1.12M 0.02%
11,601
-23,729
872
$1.11M 0.02%
4,352
+245
873
$1.1M 0.02%
6,574
874
$1.1M 0.02%
9,525
+1,724
875
$1.1M 0.02%
686,254
+109,074
33 34
35
36 37