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
1026
$639K 0.01%
9,389
+4,065
1027
$638K 0.01%
+30,207
1028
$638K 0.01%
233,542
+11,792
1029
$637K 0.01%
100,172
+28,982
1030
$632K 0.01%
2,149
+335
1031
$630K 0.01%
6,416
+463
1032
$630K 0.01%
57,385
+2,814
1033
$629K 0.01%
136,737
+6,968
1034
$628K 0.01%
96,093
+4,824
1035
$628K 0.01%
50,314
+2,546
1036
$626K 0.01%
6,116
-15,244
1037
$626K 0.01%
35,726
+13,747
1038
$625K 0.01%
15,932
-48,859
1039
$623K 0.01%
8,867
-58,439
1040
$623K 0.01%
36,182
+1,742
1041
$622K 0.01%
276,838
+14,070
1042
$621K 0.01%
44,194
+4,925
1043
$621K 0.01%
9,504
-35,483
1044
$608K 0.01%
20,465
+2,799
1045
$608K 0.01%
9,405
+3,940
1046
$608K 0.01%
40,388
+19,027
1047
$605K 0.01%
2,258
+150
1048
$602K 0.01%
5,785
+409
1049
$600K 0.01%
7,677
+2,355
1050
$599K 0.01%
32,472
-7,074
40 41
42
43 44