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 14.41%
2 Financials 12.8%
3 Consumer Discretionary 12.46%
4 Energy 12.02%
5 Industrials 11.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$440K 0.01%
4,051
+507
1127
$440K 0.01%
+2,610
1128
$440K 0.01%
1,027
+9
1129
$440K 0.01%
14,812
-35,696
1130
$437K 0.01%
21,859
+1,072
1131
$435K 0.01%
128,844
+6,566
1132
$435K 0.01%
14,801
-43,856
1133
$435K 0.01%
4,754
+601
1134
$433K 0.01%
4,130
+251
1135
$432K 0.01%
4,929
+504
1136
$431K 0.01%
35,372
-16,593
1137
$430K 0.01%
40,338
+2,010
1138
$430K 0.01%
808
-762
1139
$429K 0.01%
95,288
+4,824
1140
$429K 0.01%
49,201
+2,412
1141
$427K 0.01%
7,179
+231
1142
$426K 0.01%
+8,625
1143
$425K 0.01%
5,718
+295
1144
$423K 0.01%
230
+60
1145
$423K 0.01%
89,882
+4,556
1146
$423K 0.01%
3,466
+255
1147
$421K 0.01%
1,558
+23
1148
$421K 0.01%
+4,851
1149
$420K 0.01%
2,522
+430
1150
$418K 0.01%
9,421
+881
44 45
46
47 48