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
1376
$300K ﹤0.01%
1,287
-271
1377
$298K ﹤0.01%
11,345
+471
1378
$297K ﹤0.01%
+16,253
1379
$297K ﹤0.01%
8,828
+1,126
1380
$297K ﹤0.01%
19,635
+945
1381
$297K ﹤0.01%
+81,361
1382
$294K ﹤0.01%
+2,723
1383
$294K ﹤0.01%
4,992
+1,425
1384
$293K ﹤0.01%
+5,864
1385
$288K ﹤0.01%
+11,305
1386
$288K ﹤0.01%
+3,677
1387
$287K ﹤0.01%
3,393
+403
1388
$287K ﹤0.01%
7,724
+885
1389
$287K ﹤0.01%
92,850
+4,459
1390
$286K ﹤0.01%
+20,322
1391
$285K ﹤0.01%
15,004
-76,183
1392
$284K ﹤0.01%
5,010
+349
1393
$283K ﹤0.01%
20,000
+962
1394
$282K ﹤0.01%
+4,596
1395
$282K ﹤0.01%
+4,195
1396
$281K ﹤0.01%
3,176
-416
1397
$281K ﹤0.01%
3,744
+291
1398
$280K ﹤0.01%
+3,040
1399
$280K ﹤0.01%
1,112
-33,223
1400
$279K ﹤0.01%
3,721
+287