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
1326
$204K ﹤0.01%
+8,418
1327
$201K ﹤0.01%
11,146
-550
1328
$201K ﹤0.01%
22,399
-4,258
1329
$197K ﹤0.01%
53,767
1330
$194K ﹤0.01%
75,727
+3,752
1331
$192K ﹤0.01%
93,439
+4,690
1332
$191K ﹤0.01%
34,478
+1,742
1333
$191K ﹤0.01%
12,324
+536
1334
$186K ﹤0.01%
63,344
+3,216
1335
$184K ﹤0.01%
81,211
+28,021
1336
$184K ﹤0.01%
15,433
+5,292
1337
$181K ﹤0.01%
16,936
+804
1338
$176K ﹤0.01%
15,824
+1,216
1339
$173K ﹤0.01%
13,831
+670
1340
$172K ﹤0.01%
145,340
+7,370
1341
$168K ﹤0.01%
151,235
+7,638
1342
$166K ﹤0.01%
26,209
1343
$166K ﹤0.01%
43,788
+3,147
1344
$166K ﹤0.01%
15,298
1345
$164K ﹤0.01%
+36,053
1346
$161K ﹤0.01%
10,672
-14,043
1347
$160K ﹤0.01%
+10,810
1348
$153K ﹤0.01%
11,230
+1,180
1349
$150K ﹤0.01%
100,346
+5,092
1350
$148K ﹤0.01%
+60,822
52 53
54
55 56