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
1126
$583K 0.01%
5,571
+1,920
1127
$583K 0.01%
145,316
+7,035
1128
$582K 0.01%
3,389
+1,050
1129
$580K 0.01%
4,344
+384
1130
$580K 0.01%
833
+25
1131
$576K 0.01%
118,194
+5,553
1132
$570K 0.01%
3,034
+267
1133
$568K 0.01%
9,825
+1,936
1134
$567K 0.01%
+9,683
1135
$566K 0.01%
2,575
+238
1136
$566K 0.01%
23,794
+1,150
1137
$565K 0.01%
2,385
1138
$564K 0.01%
6,319
+534
1139
$564K 0.01%
+7,084
1140
$564K 0.01%
+2,879
1141
$561K 0.01%
2,202
+53
1142
$561K 0.01%
90,366
+4,115
1143
$560K 0.01%
36,629
+1,751
1144
$559K 0.01%
12,403
-97,648
1145
$558K 0.01%
+2,401
1146
$557K 0.01%
+19,996
1147
$549K 0.01%
7,034
-494
1148
$548K 0.01%
2,280
1149
$547K 0.01%
12,948
-112,851
1150
$547K 0.01%
34,482
-65,157
44 45
46
47 48