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
1101
$483K 0.01%
94,724
-25,000
1102
$481K 0.01%
58,354
+2,901
1103
$481K 0.01%
21,348
+1,072
1104
$480K 0.01%
+85,320
1105
$478K 0.01%
+23,967
1106
$476K 0.01%
16,536
+804
1107
$476K 0.01%
1,657
+22
1108
$476K 0.01%
46,002
+17,098
1109
$473K 0.01%
3,646
-691
1110
$471K 0.01%
1,736
+22
1111
$469K 0.01%
9,750
+3,463
1112
$467K 0.01%
1,467
+277
1113
$466K 0.01%
1,921
+39
1114
$465K 0.01%
50,314
+2,546
1115
$465K 0.01%
21,691
-13,517
1116
$461K 0.01%
6,404
+375
1117
$460K 0.01%
52,459
+2,671
1118
$456K 0.01%
+4,109
1119
$455K 0.01%
22,644
+1,072
1120
$450K 0.01%
4,294
-50
1121
$448K 0.01%
7,040
+748
1122
$446K 0.01%
4,135
+265
1123
$442K 0.01%
24,083
+1,206
1124
$442K 0.01%
15,797
+804
1125
$442K 0.01%
2,339
+38
43 44
45
46 47