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
1051
$598K 0.01%
11,084
+536
1052
$596K 0.01%
1,108
+13
1053
$596K 0.01%
16,978
+804
1054
$594K 0.01%
4,774
+446
1055
$592K 0.01%
3,340
-17
1056
$589K 0.01%
51,557
-287,472
1057
$588K 0.01%
19,642
+938
1058
$576K 0.01%
7,528
+1,348
1059
$575K 0.01%
16,737
-6,516
1060
$571K 0.01%
3,995
+1,098
1061
$571K 0.01%
14,828
+2,657
1062
$571K 0.01%
20,873
-18,729
1063
$566K 0.01%
10,043
+509
1064
$559K 0.01%
34,878
+1,742
1065
$557K 0.01%
6,392
+532
1066
$552K 0.01%
3,384
-30,020
1067
$551K 0.01%
35,478
+1,742
1068
$548K 0.01%
2,385
-2,000
1069
$547K 0.01%
21,511
+259
1070
$547K 0.01%
5,498
+335
1071
$547K 0.01%
53,830
-15,155
1072
$541K 0.01%
3,700
+313
1073
$541K 0.01%
2,280
1074
$538K 0.01%
3,453
-32,330
1075
$536K 0.01%
145,763
+7,370
41 42
43
44 45