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
1151
$546K 0.01%
5,191
-8,291
1152
$545K 0.01%
+9,964
1153
$541K 0.01%
135,164
+6,320
1154
$540K 0.01%
2,934
+428
1155
$540K 0.01%
94,406
+4,524
1156
$539K 0.01%
4,839
+788
1157
$538K 0.01%
+8,838
1158
$534K 0.01%
4,960
+582
1159
$534K 0.01%
47,407
1160
$534K 0.01%
+4,032
1161
$533K 0.01%
5,700
-17,661
1162
$530K 0.01%
69,072
+3,305
1163
$521K 0.01%
+8,421
1164
$521K 0.01%
7,275
+861
1165
$520K 0.01%
20,034
+892
1166
$519K 0.01%
1,344
-18
1167
$518K 0.01%
5,891
+1,782
1168
$517K 0.01%
+9,963
1169
$516K 0.01%
7,263
+550
1170
$515K 0.01%
6,096
+1,966
1171
$515K 0.01%
56,634
+2,804
1172
$514K 0.01%
51,540
+2,339
1173
$510K 0.01%
9,478
+853
1174
$509K 0.01%
+203,717
1175
$504K 0.01%
4,772
+637
45 46
47
48 49