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
76
$15.7M 0.23%
259,474
-78,857
77
$15.5M 0.23%
453,890
-13,110
78
$15.3M 0.22%
91,630
+16,592
79
$15.2M 0.22%
50,496
+28,672
80
$15M 0.22%
245,616
+159,351
81
$15M 0.22%
137,888
-31,971
82
$14.9M 0.22%
106,852
+62,838
83
$14.9M 0.22%
66,184
-10,120
84
$14.8M 0.22%
123,139
+5,696
85
$14.8M 0.22%
80,220
+4,183
86
$14.6M 0.21%
235,142
+25,176
87
$14.4M 0.21%
159,125
-2,756
88
$14.2M 0.21%
557,922
+239,193
89
$14.2M 0.21%
78,207
+28,079
90
$14.2M 0.21%
972,725
+47,424
91
$14M 0.2%
325,379
+309,447
92
$13.8M 0.2%
138,286
-34,968
93
$13.8M 0.2%
556,986
+11,776
94
$13.5M 0.2%
124,910
-29,638
95
$13.4M 0.2%
190,330
+30,510
96
$12.8M 0.19%
55,740
+27,956
97
$12.6M 0.18%
108,225
-25,594
98
$12.5M 0.18%
231,227
+15,560
99
$12.5M 0.18%
205,085
-13,199
100
$12.5M 0.18%
66,647
-18,251
2 3
4
5 6