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
876
$1.09M 0.02%
158,755
-642
877
$1.09M 0.02%
74,068
+3,752
878
$1.09M 0.02%
46,431
+1,386
879
$1.08M 0.02%
4,104
880
$1.08M 0.02%
29,027
+2,032
881
$1.08M 0.02%
33,804
-80,694
882
$1.07M 0.02%
46,937
+2,278
883
$1.07M 0.02%
228,287
+11,524
884
$1.06M 0.02%
61,562
+3,082
885
$1.06M 0.02%
5,282
886
$1.06M 0.02%
4,918
-1,531
887
$1.05M 0.02%
35,350
+1,742
888
$1.05M 0.02%
9,493
-1,828
889
$1.04M 0.02%
69,848
+17,740
890
$1.04M 0.02%
7,273
+695
891
$1.02M 0.02%
21,245
+1,072
892
$1.02M 0.02%
23,941
+9,275
893
$1.01M 0.02%
+117,639
894
$1.01M 0.02%
38,004
+1,876
895
$1.01M 0.02%
32,623
-195,702
896
$1.01M 0.02%
21,640
+1,072
897
$1,000K 0.02%
51,524
+2,546
898
$997K 0.02%
3,904
+119
899
$995K 0.02%
94,227
+5,557
900
$989K 0.02%
13,760
+1,162
34 35
36
37 38