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
1201
$475K 0.01%
16,575
-104,871
1202
$474K 0.01%
9,694
-39,379
1203
$473K 0.01%
+58,123
1204
$469K 0.01%
18,836
+1,861
1205
$469K 0.01%
14,705
+675
1206
$468K 0.01%
3,793
-202
1207
$467K 0.01%
3,529
-117
1208
$466K 0.01%
+23,378
1209
$465K 0.01%
5,221
+903
1210
$465K 0.01%
+6,655
1211
$464K 0.01%
2,573
-17,005
1212
$464K 0.01%
8,213
+1,034
1213
$462K 0.01%
+49,100
1214
$462K 0.01%
7,837
+797
1215
$458K 0.01%
+9,313
1216
$454K 0.01%
1,387
+10
1217
$454K 0.01%
2,936
+312
1218
$453K 0.01%
6,416
+614
1219
$452K 0.01%
3,949
+1,155
1220
$452K 0.01%
+6,652
1221
$452K 0.01%
100,168
+4,880
1222
$451K 0.01%
112,297
+5,588
1223
$451K 0.01%
5,324
+207
1224
$451K 0.01%
116,228
+5,608
1225
$450K 0.01%
+14,179
47 48
49
50 51