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
1301
$234K ﹤0.01%
9,786
-43,022
1302
$234K ﹤0.01%
18,788
-58,188
1303
$233K ﹤0.01%
4,604
+313
1304
$227K ﹤0.01%
+1,773
1305
$226K ﹤0.01%
+3,652
1306
$225K ﹤0.01%
+417
1307
$225K ﹤0.01%
45,004
+2,278
1308
$224K ﹤0.01%
11,179
+830
1309
$224K ﹤0.01%
+856
1310
$221K ﹤0.01%
42,168
+2,144
1311
$220K ﹤0.01%
+946
1312
$218K ﹤0.01%
+3,507
1313
$215K ﹤0.01%
+5,447
1314
$214K ﹤0.01%
6,136
-143,696
1315
$214K ﹤0.01%
3,428
-10,723
1316
$213K ﹤0.01%
5,795
-54,385
1317
$212K ﹤0.01%
5,429
-208,524
1318
$210K ﹤0.01%
8,955
-1,132
1319
$209K ﹤0.01%
18,003
-1,607
1320
$208K ﹤0.01%
+6,768
1321
$207K ﹤0.01%
18,466
+6,860
1322
$207K ﹤0.01%
22,448
+1,072
1323
$207K ﹤0.01%
22,048
+1,072
1324
$206K ﹤0.01%
42,946
+2,144
1325
$205K ﹤0.01%
2,366
+156
51 52
53
54 55