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
1351
$147K ﹤0.01%
16,241
-19,092
1352
$138K ﹤0.01%
53,620
+2,680
1353
$138K ﹤0.01%
98,697
1354
$138K ﹤0.01%
24,054
+1,206
1355
$133K ﹤0.01%
27,620
+1,340
1356
$132K ﹤0.01%
16,260
+804
1357
$131K ﹤0.01%
14,510
-19,226
1358
$127K ﹤0.01%
11,263
-656
1359
$126K ﹤0.01%
44,240
1360
$114K ﹤0.01%
10,735
-4,656
1361
$114K ﹤0.01%
50,314
+2,546
1362
$109K ﹤0.01%
16,299
+1,196
1363
$107K ﹤0.01%
40,490
+2,010
1364
$104K ﹤0.01%
11,441
+384
1365
$103K ﹤0.01%
37,884
+1,876
1366
$101K ﹤0.01%
+14,204
1367
$99.2K ﹤0.01%
15,970
-7,840
1368
$97.7K ﹤0.01%
22,995
+1,768
1369
$96.2K ﹤0.01%
+10,482
1370
$95.8K ﹤0.01%
27,060
+1,340
1371
$92K ﹤0.01%
32,853
+1,608
1372
$90.9K ﹤0.01%
+15,540
1373
$90.4K ﹤0.01%
11,768
-573
1374
$88.3K ﹤0.01%
11,928
+871
1375
$85.8K ﹤0.01%
12,522
+911
53 54
55
56 57