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
76
$15.5M 0.24%
612,702
+353,366
77
$15.4M 0.24%
367,329
+341,935
78
$15.1M 0.24%
209,966
-35,297
79
$14.8M 0.23%
154,548
-21,191
80
$14.7M 0.23%
173,254
+219
81
$14.7M 0.23%
508,256
+227,349
82
$14.5M 0.23%
158,840
+9,459
83
$14.4M 0.23%
29,209
+1,357
84
$14.3M 0.23%
56,393
+33,576
85
$14.3M 0.22%
117,443
+1,008
86
$13.8M 0.22%
83,161
+32,387
87
$13.8M 0.22%
215,667
+8,802
88
$13.3M 0.21%
122,178
+96,727
89
$13.3M 0.21%
1,352
-122
90
$13.2M 0.21%
209,682
+72,228
91
$13.1M 0.21%
96,830
-3,988
92
$13.1M 0.21%
138,422
-1,155
93
$13.1M 0.21%
170,122
+12,537
94
$13.1M 0.21%
161,881
-41,847
95
$13M 0.2%
86,357
+52,156
96
$13M 0.2%
68,371
+34,650
97
$12.8M 0.2%
75,038
+2,785
98
$12.4M 0.2%
929,764
+47,302
99
$12.2M 0.19%
66,855
+36,670
100
$12.1M 0.19%
201,035
+2,410
2 3
4
5 6