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
126
$10.7M 0.17%
1,035,071
+189,228
127
$10.7M 0.17%
454,788
+79,169
128
$10.7M 0.17%
171,669
+118,955
129
$10.5M 0.17%
515,528
+405,000
130
$10.5M 0.17%
+228,196
131
$10.5M 0.17%
100,288
+12,882
132
$10.5M 0.16%
124,793
+6,298
133
$10.5M 0.16%
662,417
+585,156
134
$10.4M 0.16%
133,871
-75,852
135
$10.4M 0.16%
266,421
+13,534
136
$10.4M 0.16%
208,242
+166,975
137
$10.4M 0.16%
218,284
+12,243
138
$10.3M 0.16%
75,501
-38,552
139
$10.3M 0.16%
317,989
+11,780
140
$10.3M 0.16%
324,705
+65,739
141
$10.2M 0.16%
26,324
-12,585
142
$10.2M 0.16%
38,986
+11,663
143
$10.2M 0.16%
20,685
+9,822
144
$10.2M 0.16%
708,082
+38,267
145
$10.1M 0.16%
692,787
+35,342
146
$10.1M 0.16%
925,301
+94,948
147
$10M 0.16%
328,123
+115,491
148
$10M 0.16%
174,017
-6,286
149
$10M 0.16%
290,445
+99,650
150
$9.96M 0.16%
385,521
+19,612
4 5
6
7 8