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
951
$1.08M 0.02%
4,104
952
$1.07M 0.02%
+2,303
953
$1.07M 0.02%
37,063
+1,713
954
$1.06M 0.02%
6,574
955
$1.06M 0.02%
64,761
+3,123
956
$1.06M 0.02%
58,117
+2,801
957
$1.06M 0.02%
7,230
+1,771
958
$1.05M 0.02%
35,801
-2,203
959
$1.05M 0.02%
5,282
960
$1.05M 0.02%
77,773
+3,705
961
$1.04M 0.02%
9,180
+3,682
962
$1.04M 0.02%
11,812
+1,068
963
$1.03M 0.02%
42,586
+2,040
964
$1.03M 0.02%
104,375
+10,148
965
$1.03M 0.02%
438,144
+21,422
966
$1.03M 0.02%
5,928
+648
967
$1.01M 0.01%
14,203
+671
968
$1.01M 0.01%
28,389
+1,329
969
$1.01M 0.01%
29,659
+1,406
970
$1M 0.01%
+50,181
971
$999K 0.01%
100,251
+88,483
972
$993K 0.01%
31,765
+1,487
973
$989K 0.01%
30,987
+1,421
974
$988K 0.01%
13,704
+10,101
975
$984K 0.01%
11,591
+507
37 38
39
40 41