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
1151
$417K 0.01%
2,624
+743
1152
$414K 0.01%
42,644
+2,144
1153
$413K 0.01%
1,377
+52
1154
$411K 0.01%
7,691
-5,384
1155
$410K 0.01%
12,407
+988
1156
$404K 0.01%
3,671
-6
1157
$401K 0.01%
3,695
+173
1158
$399K 0.01%
2,756
+134
1159
$398K 0.01%
87,445
-7,500
1160
$397K 0.01%
42,980
+2,144
1161
$395K 0.01%
989
-271
1162
$393K 0.01%
27,390
+1,340
1163
$392K 0.01%
5,847
+335
1164
$391K 0.01%
2,838
+828
1165
$391K 0.01%
249
+77
1166
$390K 0.01%
5,219
-378
1167
$390K 0.01%
241,977
+12,328
1168
$389K 0.01%
3,478
+172
1169
$389K 0.01%
3,028
+258
1170
$388K 0.01%
310,337
+15,812
1171
$387K 0.01%
2,144
+210
1172
$385K 0.01%
2,506
+8
1173
$385K 0.01%
1,833
+320
1174
$383K 0.01%
19,142
+938
1175
$382K 0.01%
2,408
-27,597
45 46
47
48 49