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
876
$1.39M 0.02%
115,131
+5,579
877
$1.39M 0.02%
15,294
+2,452
878
$1.39M 0.02%
18,305
-18,889
879
$1.39M 0.02%
117,481
+5,677
880
$1.38M 0.02%
26,293
+1,372
881
$1.38M 0.02%
56,500
-17,151
882
$1.38M 0.02%
9,641
-42,606
883
$1.38M 0.02%
44,845
+2,129
884
$1.38M 0.02%
+33,266
885
$1.37M 0.02%
175,824
+8,448
886
$1.37M 0.02%
+17,715
887
$1.37M 0.02%
70,260
-12,528
888
$1.36M 0.02%
377,906
+18,487
889
$1.36M 0.02%
29,226
-3,546
890
$1.36M 0.02%
432,686
+21,237
891
$1.36M 0.02%
80,985
+3,895
892
$1.36M 0.02%
94,908
+2,596
893
$1.34M 0.02%
14,281
+2,680
894
$1.33M 0.02%
6,478
+3,956
895
$1.33M 0.02%
+36,232
896
$1.32M 0.02%
7,845
+572
897
$1.32M 0.02%
8,191
-31
898
$1.31M 0.02%
18,727
+7,340
899
$1.31M 0.02%
5,575
+1,671
900
$1.3M 0.02%
67,014
-9,444
34 35
36
37 38