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
101
$12.4M 0.18%
148,911
+10,489
102
$12.3M 0.18%
187,496
-29,149
103
$12.3M 0.18%
169,639
+32,889
104
$12.2M 0.18%
210,983
+9,948
105
$12.2M 0.18%
161,345
+138,131
106
$12.1M 0.18%
55,248
-16,870
107
$12M 0.18%
23,006
+14,829
108
$12M 0.18%
140,314
+6,443
109
$11.8M 0.17%
718,840
+10,758
110
$11.7M 0.17%
12,763
+240
111
$11.7M 0.17%
112,374
-74,131
112
$11.6M 0.17%
312,371
+226,086
113
$11.6M 0.17%
355,040
+217,910
114
$11.6M 0.17%
239,821
+11,625
115
$11.5M 0.17%
262,694
+12,961
116
$11.5M 0.17%
10,379
+4,319
117
$11.4M 0.17%
622,362
-40,055
118
$11.4M 0.17%
173,874
-29,617
119
$11.3M 0.17%
145,322
+33,677
120
$11.3M 0.17%
+418,933
121
$11.1M 0.16%
339,601
+11,478
122
$11M 0.16%
1,396,530
+107,293
123
$10.9M 0.16%
75,840
+72,456
124
$10.9M 0.16%
479,218
-345,644
125
$10.9M 0.16%
36,765
+22,474
3 4
5
6 7