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
1101
$626K 0.01%
+7,459
1102
$623K 0.01%
8,010
+2,163
1103
$620K 0.01%
5,549
+874
1104
$620K 0.01%
14,754
+9,307
1105
$620K 0.01%
+1,574
1106
$618K 0.01%
189,061
+9,424
1107
$617K 0.01%
33,976
-94,386
1108
$615K 0.01%
15,487
+675
1109
$612K 0.01%
46,925
+2,731
1110
$609K 0.01%
58,253
+47,518
1111
$604K 0.01%
+24,995
1112
$602K 0.01%
2,062
-607
1113
$601K 0.01%
37,233
+1,755
1114
$601K 0.01%
6,159
+3,256
1115
$600K 0.01%
15,105
+675
1116
$600K 0.01%
91,507
+4,598
1117
$598K 0.01%
33,064
+592
1118
$597K 0.01%
101,073
+4,980
1119
$597K 0.01%
2,936
+101
1120
$597K 0.01%
1,443
+133
1121
$596K 0.01%
151,615
+7,405
1122
$595K 0.01%
7,550
+1,832
1123
$593K 0.01%
3,828
+362
1124
$590K 0.01%
143,856
+7,119
1125
$586K 0.01%
8,574
+350
43 44
45
46 47