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
1201
$357K 0.01%
76,545
-109,251
1202
$357K 0.01%
25,107
+1,206
1203
$356K 0.01%
18,442
+938
1204
$355K 0.01%
5,028
+517
1205
$354K 0.01%
22,448
+1,072
1206
$354K 0.01%
4,378
+313
1207
$353K 0.01%
1,130
-4,127
1208
$351K 0.01%
31,536
+2,534
1209
$350K 0.01%
762
1210
$349K 0.01%
7,889
+767
1211
$347K 0.01%
5,199
+322
1212
$347K 0.01%
31,250
+1,605
1213
$346K 0.01%
9,635
+1,098
1214
$345K 0.01%
14,130
+670
1215
$345K 0.01%
2,903
+259
1216
$344K 0.01%
64,915
+3,216
1217
$342K 0.01%
3,434
+241
1218
$342K 0.01%
1,157
+312
1219
$342K 0.01%
5,031
+350
1220
$341K 0.01%
3,086
+248
1221
$340K 0.01%
83,157
+4,154
1222
$338K 0.01%
938
-2,931
1223
$337K 0.01%
+100,380
1224
$336K 0.01%
44,003
+2,227
1225
$335K 0.01%
138,499
-32,392
47 48
49
50 51