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
976
$984K 0.01%
13,513
+1,585
977
$981K 0.01%
721,111
+34,857
978
$980K 0.01%
47,799
+2,333
979
$973K 0.01%
3,836
-11,078
980
$967K 0.01%
59,332
+1,100
981
$965K 0.01%
32,272
+600
982
$963K 0.01%
3,326
+716
983
$952K 0.01%
34,318
+26,314
984
$952K 0.01%
9,190
-10,691
985
$952K 0.01%
25,964
+1,155
986
$950K 0.01%
11,607
+1,199
987
$949K 0.01%
11,506
+523
988
$948K 0.01%
33,172
+600
989
$946K 0.01%
48,508
+900
990
$946K 0.01%
4,813
+1,376
991
$937K 0.01%
18,566
+3,558
992
$935K 0.01%
8,773
-616
993
$935K 0.01%
43,148
+2,008
994
$934K 0.01%
155,622
+7,516
995
$923K 0.01%
34,399
+1,604
996
$919K 0.01%
32,548
-105,049
997
$916K 0.01%
54,117
-587
998
$914K 0.01%
16,863
-105,368
999
$897K 0.01%
16,967
+10,450
1000
$897K 0.01%
4,265
+95
38 39
40
41 42