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
1251
$294K ﹤0.01%
13,977
-12,115
1252
$294K ﹤0.01%
3,603
+291
1253
$288K ﹤0.01%
11,133
-43
1254
$287K ﹤0.01%
+1,748
1255
$286K ﹤0.01%
+7,702
1256
$286K ﹤0.01%
3,592
+92
1257
$284K ﹤0.01%
143,983
+7,236
1258
$282K ﹤0.01%
4,936
+20
1259
$279K ﹤0.01%
+2,095
1260
$278K ﹤0.01%
1,295
+73
1261
$277K ﹤0.01%
2,589
-2,215
1262
$275K ﹤0.01%
+6,517
1263
$275K ﹤0.01%
14,294
+704
1264
$275K ﹤0.01%
11,929
-255,934
1265
$274K ﹤0.01%
17,715
+804
1266
$273K ﹤0.01%
2,021
+40
1267
$270K ﹤0.01%
+5,117
1268
$270K ﹤0.01%
19,642
+938
1269
$268K ﹤0.01%
6,839
+750
1270
$268K ﹤0.01%
8,420
+402
1271
$266K ﹤0.01%
36,304
+1,742
1272
$265K ﹤0.01%
3,213
-17,080
1273
$265K ﹤0.01%
19,038
-58,750
1274
$265K ﹤0.01%
11,594
+526
1275
$262K ﹤0.01%
44,809
+2,278
49 50
51
52 53