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
1026
$814K 0.01%
40,335
+4,853
1027
$812K 0.01%
2,123
+387
1028
$808K 0.01%
25,341
-3,686
1029
$808K 0.01%
28,496
+1,327
1030
$791K 0.01%
261,928
+12,955
1031
$791K 0.01%
7,846
+169
1032
$790K 0.01%
29,755
+1,367
1033
$788K 0.01%
+101,300
1034
$787K 0.01%
1,490
+566
1035
$783K 0.01%
3,855
-29,534
1036
$780K 0.01%
+7,581
1037
$777K 0.01%
105,239
+5,067
1038
$776K 0.01%
29,231
-2,967
1039
$774K 0.01%
9,163
+801
1040
$773K 0.01%
3,005
+374
1041
$772K 0.01%
+35,114
1042
$770K 0.01%
9,179
+849
1043
$769K 0.01%
83,595
+4,050
1044
$769K 0.01%
4,344
+891
1045
$767K 0.01%
4,347
+804
1046
$767K 0.01%
35,904
-479,624
1047
$765K 0.01%
9,651
+6,223
1048
$754K 0.01%
+83,197
1049
$753K 0.01%
8,131
+845
1050
$752K 0.01%
13,021
+1,831
40 41
42
43 44