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
1001
$894K 0.01%
19,547
-2,620
1002
$887K 0.01%
16,699
+1,598
1003
$875K 0.01%
+23,859
1004
$874K 0.01%
16,227
+1,767
1005
$869K 0.01%
28,602
+1,342
1006
$868K 0.01%
23,187
+17,758
1007
$867K 0.01%
58,565
+2,843
1008
$861K 0.01%
117,500
-132,521
1009
$860K 0.01%
3,010
-3,928
1010
$857K 0.01%
48,860
-29,999
1011
$856K 0.01%
+17,779
1012
$852K 0.01%
14,830
+5,441
1013
$850K 0.01%
64,714
+3,152
1014
$849K 0.01%
39,548
+15,581
1015
$842K 0.01%
2,813
+283
1016
$840K 0.01%
+10,196
1017
$839K 0.01%
24,893
+1,180
1018
$837K 0.01%
52,929
+2,615
1019
$835K 0.01%
88,684
+18,836
1020
$829K 0.01%
39,637
+1,875
1021
$826K 0.01%
+3,893
1022
$823K 0.01%
65,473
1023
$821K 0.01%
30,931
-1,692
1024
$820K 0.01%
23,651
+2,043
1025
$818K 0.01%
3,361
+953
39 40
41
42 43