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
901
$987K 0.02%
30,994
+1,474
902
$985K 0.02%
13,986
+420
903
$985K 0.02%
34,728
+1,742
904
$983K 0.02%
20,498
+11,466
905
$978K 0.02%
52,040
+2,546
906
$977K 0.02%
22,048
+1,072
907
$970K 0.02%
9,389
+357
908
$967K 0.02%
148,106
+7,504
909
$960K 0.02%
55,722
-46,926
910
$960K 0.02%
73,923
+3,752
911
$955K 0.02%
5,824
+1,187
912
$954K 0.02%
31,672
+1,608
913
$954K 0.02%
15,101
+428
914
$953K 0.02%
78,859
915
$950K 0.01%
45,466
+2,278
916
$928K 0.01%
3,734
+172
917
$924K 0.01%
5,185
+43
918
$921K 0.01%
28,388
+11,952
919
$921K 0.01%
2,530
+220
920
$915K 0.01%
47,608
+2,412
921
$913K 0.01%
66,852
+46,764
922
$911K 0.01%
32,572
+1,608
923
$902K 0.01%
73,121
+3,618
924
$901K 0.01%
9,884
+797
925
$899K 0.01%
10,744
+951
35 36
37
38 39