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
1376
$80.7K ﹤0.01%
15,088
+1,886
1377
$80.7K ﹤0.01%
28,310
-110
1378
$80.4K ﹤0.01%
23,640
1379
$77.6K ﹤0.01%
10,139
-554
1380
$66.9K ﹤0.01%
+14,727
1381
$64.6K ﹤0.01%
13,140
+962
1382
$58.3K ﹤0.01%
64,280
+3,216
1383
$56.4K ﹤0.01%
59,991
+2,948
1384
$54.1K ﹤0.01%
41,315
+2,010
1385
$50.8K ﹤0.01%
+10,101
1386
$35.8K ﹤0.01%
11,724
+536
1387
$29.9K ﹤0.01%
30,438
+1,474
1388
$29.4K ﹤0.01%
16,626
+804
1389
$24.7K ﹤0.01%
21,448
+1,072
1390
$22.2K ﹤0.01%
16,980
+804
1391
$17.2K ﹤0.01%
1,847
+89
1392
$20 ﹤0.01%
39,670
+1,590
1393
– –
-5,119
1394
– –
-5,819
1395
– –
-110,354
1396
– –
-17,725
1397
– –
-4,885
1398
– –
-232,117
1399
– –
-11,109
1400
– –
-15,162
54 55
56
57 58