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 14.41%
2 Financials 12.8%
3 Consumer Discretionary 12.46%
4 Energy 12.02%
5 Industrials 11.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1426
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-3,825
1427
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-12,963
1428
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-684,868
1429
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-9,530
1430
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-68,749
1431
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-67,427
1432
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-152,181
1433
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-14,265
1434
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-46,321
1435
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-36,203
1436
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-22,332
1437
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-18,276
1438
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-10,865
1439
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-10,088
1440
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-23,795
1441
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-17,887
1442
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-3,337
1443
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-21,238
1444
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-38,080
1445
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-55,933
1446
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-232,117
1447
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-11,109
1448
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-15,162
1449
– –
-644,338
1450
– –
-150,192
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