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
1401
$276K ﹤0.01%
+18,475
1402
$276K ﹤0.01%
+8,607
1403
$275K ﹤0.01%
21,292
+1,382
1404
$275K ﹤0.01%
+3,406
1405
$272K ﹤0.01%
2,601
+275
1406
$271K ﹤0.01%
9,907
+272
1407
$270K ﹤0.01%
3,651
-1,506
1408
$269K ﹤0.01%
12,979
+625
1409
$268K ﹤0.01%
+14,273
1410
$268K ﹤0.01%
47,206
+2,397
1411
$268K ﹤0.01%
+8,434
1412
$267K ﹤0.01%
1,280
+313
1413
$265K ﹤0.01%
12,584
+1,451
1414
$265K ﹤0.01%
+3,915
1415
$265K ﹤0.01%
+426
1416
$265K ﹤0.01%
+21,066
1417
$264K ﹤0.01%
+18,892
1418
$263K ﹤0.01%
+3,099
1419
$262K ﹤0.01%
11,170
+572
1420
$262K ﹤0.01%
+6,242
1421
$261K ﹤0.01%
+4,761
1422
$261K ﹤0.01%
105,246
+5,885
1423
$261K ﹤0.01%
+7,242
1424
$260K ﹤0.01%
+4,791
1425
$260K ﹤0.01%
+4,009
55 56
57
58 59