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
$6.84B
AUM Growth
+$482M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,753
New
Increased
Reduced
Closed

Top Buys

1 +$67.1M
2 +$29.9M
3 +$20.3M
4
AAPL icon
Apple
AAPL
+$17.2M
5
GM icon
General Motors
GM
+$14.6M

Top Sells

1 +$72.8M
2 +$27.3M
3 +$25.7M
4
WSM icon
Williams-Sonoma
WSM
+$19.7M
5
APP icon
Applovin
APP
+$18.9M

Sector Composition

1 Technology 15.49%
2 Financials 13.24%
3 Consumer Discretionary 12.49%
4 Energy 12.02%
5 Industrials 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1351
$318K ﹤0.01%
2,782
+193
1352
$318K ﹤0.01%
9,333
+88
1353
$318K ﹤0.01%
+3,500
1354
$317K ﹤0.01%
+18,911
1355
$317K ﹤0.01%
+37,479
1356
$317K ﹤0.01%
2,839
+1,066
1357
$316K ﹤0.01%
145,664
+7,165
1358
$316K ﹤0.01%
+2,850
1359
$316K ﹤0.01%
28,637
+1,247
1360
$316K ﹤0.01%
+8,922
1361
$315K ﹤0.01%
20,598
+956
1362
$314K ﹤0.01%
+21,528
1363
$314K ﹤0.01%
3,385
+303
1364
$313K ﹤0.01%
2,547
+526
1365
$312K ﹤0.01%
+17,791
1366
$311K ﹤0.01%
23,218
+1,170
1367
$307K ﹤0.01%
327,125
+16,788
1368
$307K ﹤0.01%
5,577
+546
1369
$307K ﹤0.01%
+3,423
1370
$307K ﹤0.01%
5,192
+325
1371
$305K ﹤0.01%
10,010
-78,690
1372
$302K ﹤0.01%
10,420
+1,255
1373
$301K ﹤0.01%
+9,959
1374
$301K ﹤0.01%
2,056
+223
1375
$300K ﹤0.01%
+3,016