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
1076
$660K 0.01%
5,303
+1,603
1077
$659K 0.01%
49,562
+31,096
1078
$658K 0.01%
7,277
+861
1079
$656K 0.01%
+5,022
1080
$656K 0.01%
22,819
+1,071
1081
$654K 0.01%
4,277
-14,631
1082
$653K 0.01%
1,264
+156
1083
$651K 0.01%
22,479
+1,006
1084
$648K 0.01%
61,303
+2,949
1085
$645K 0.01%
5,558
+683
1086
$644K 0.01%
20,060
+2,188
1087
$643K 0.01%
291,043
+14,205
1088
$643K 0.01%
3,891
+1,796
1089
$643K 0.01%
2,053
-2,364
1090
$640K 0.01%
20,560
+918
1091
$637K 0.01%
19,314
+903
1092
$636K 0.01%
4,251
+323
1093
$636K 0.01%
42,139
+1,751
1094
$635K 0.01%
17,186
+4,852
1095
$632K 0.01%
2,797
+329
1096
$630K 0.01%
55,022
+2,563
1097
$630K 0.01%
34,950
+3,167
1098
$630K 0.01%
391,294
+18,860
1099
$628K 0.01%
37,974
+1,792
1100
$628K 0.01%
8,728
-93,324
42 43
44
45 46