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
951
$836K 0.01%
27,060
+1,340
952
$836K 0.01%
14,460
+1,323
953
$834K 0.01%
29,904
954
$827K 0.01%
44,751
+11,884
955
$825K 0.01%
58,232
+2,948
956
$823K 0.01%
11,190
+3,789
957
$822K 0.01%
9,809
-24,354
958
$822K 0.01%
+28,919
959
$817K 0.01%
571,540
+29,078
960
$814K 0.01%
3,437
+871
961
$803K 0.01%
17,777
+509
962
$801K 0.01%
9,562
-32,476
963
$800K 0.01%
+12,718
964
$799K 0.01%
4,937
+417
965
$799K 0.01%
2,679
+185
966
$790K 0.01%
13,532
+670
967
$787K 0.01%
144,210
+7,236
968
$783K 0.01%
29,566
+1,474
969
$783K 0.01%
5,459
-68,865
970
$778K 0.01%
32,795
+1,608
971
$776K 0.01%
37,762
+1,876
972
$770K 0.01%
+40,546
973
$769K 0.01%
31,783
+10,582
974
$769K 0.01%
11,158
-14,386
975
$769K 0.01%
30,278
+1,474
37 38
39
40 41