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
1226
$335K 0.01%
21,448
+1,072
1227
$334K 0.01%
10,874
+536
1228
$332K 0.01%
88,391
+4,422
1229
$330K 0.01%
1,592
+363
1230
$330K 0.01%
2,057
+334
1231
$329K 0.01%
5,157
-247
1232
$329K 0.01%
52,660
+2,680
1233
$326K 0.01%
120,458
+6,030
1234
$324K 0.01%
41,277
+1,951
1235
$323K 0.01%
+2,794
1236
$323K 0.01%
99,361
+4,958
1237
$323K 0.01%
+1,456
1238
$317K 0.01%
66,150
+3,350
1239
$317K 0.01%
1,554
+347
1240
$314K ﹤0.01%
16,975
+1,367
1241
$311K ﹤0.01%
10,585
+809
1242
$311K ﹤0.01%
110,620
+5,628
1243
$311K ﹤0.01%
10,189
+517
1244
$308K ﹤0.01%
7,138
-20,854
1245
$307K ﹤0.01%
7,487
+579
1246
$305K ﹤0.01%
6,050
+213
1247
$303K ﹤0.01%
18,690
+938
1248
$300K ﹤0.01%
4,048
-108,621
1249
$297K ﹤0.01%
9,165
+635
1250
$295K ﹤0.01%
4,867
+424
48 49
50
51 52