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
926
$1.18M 0.02%
166,738
+7,983
927
$1.17M 0.02%
+49,178
928
$1.16M 0.02%
4,174
+440
929
$1.16M 0.02%
12,520
-40,412
930
$1.16M 0.02%
6,600
+1,755
931
$1.15M 0.02%
+20,244
932
$1.15M 0.02%
+2,709
933
$1.14M 0.02%
55,760
+2,662
934
$1.14M 0.02%
+214,509
935
$1.14M 0.02%
16,306
+3,588
936
$1.13M 0.02%
4,327
+3,381
937
$1.13M 0.02%
32,772
+600
938
$1.12M 0.02%
1,861
+390
939
$1.11M 0.02%
10,103
+866
940
$1.11M 0.02%
1,871
+882
941
$1.11M 0.02%
52,617
+2,482
942
$1.1M 0.02%
54,550
+2,510
943
$1.1M 0.02%
4,466
+744
944
$1.1M 0.02%
6,200
+1,263
945
$1.09M 0.02%
+7,952
946
$1.09M 0.02%
12,272
+2,747
947
$1.09M 0.02%
22,278
+1,033
948
$1.09M 0.02%
36,444
+1,716
949
$1.09M 0.02%
36,140
+14,629
950
$1.09M 0.02%
14,036
+5,176
36 37
38
39 40