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
976
$768K 0.01%
+16,071
977
$767K 0.01%
32,198
+1,608
978
$765K 0.01%
64,055
-70,741
979
$763K 0.01%
35,837
-43,024
980
$763K 0.01%
+25,644
981
$762K 0.01%
7,560
-57,185
982
$757K 0.01%
21,473
+1,072
983
$757K 0.01%
7,286
+668
984
$756K 0.01%
28,253
+1,340
985
$751K 0.01%
+51,176
986
$747K 0.01%
58,048
+2,948
987
$746K 0.01%
8,362
+597
988
$744K 0.01%
16,858
+804
989
$741K 0.01%
5,280
-6,791
990
$736K 0.01%
8,224
+452
991
$735K 0.01%
2,669
+564
992
$734K 0.01%
248,973
+12,596
993
$711K 0.01%
57,118
+2,814
994
$709K 0.01%
10,768
+320
995
$708K 0.01%
3,928
+264
996
$708K 0.01%
23,713
+1,206
997
$707K 0.01%
54,205
+2,680
998
$706K 0.01%
112,641
+5,628
999
$704K 0.01%
3,543
+199
1000
$701K 0.01%
35,482
+2,904
38 39
40
41 42