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
1076
$536K 0.01%
3,076
+727
1077
$531K 0.01%
2,468
+606
1078
$526K 0.01%
2,337
+218
1079
$516K 0.01%
3,960
+66
1080
$515K 0.01%
24,693
-3,723
1081
$510K 0.01%
924
+148
1082
$510K 0.01%
431,913
+21,976
1083
$509K 0.01%
12,334
+6,068
1084
$508K 0.01%
104,594
+78,224
1085
$507K 0.01%
338
1086
$505K 0.01%
86,251
+4,288
1087
$504K 0.01%
1,362
-75
1088
$501K 0.01%
18,542
+938
1089
$501K 0.01%
138,281
+6,968
1090
$500K 0.01%
6,713
+373
1091
$498K 0.01%
106,709
-19,240
1092
$497K 0.01%
13,080
-381
1093
$494K 0.01%
+2,835
1094
$493K 0.01%
3,331
-34,244
1095
$493K 0.01%
2,767
+245
1096
$492K 0.01%
4,510
-59,564
1097
$492K 0.01%
14,430
+670
1098
$490K 0.01%
14,030
+670
1099
$484K 0.01%
6,414
+463
1100
$484K 0.01%
62,551
-6,586
42 43
44
45 46