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
126
$10.8M 0.16%
89,678
-6,099
127
$10.7M 0.16%
29,633
+20,011
128
$10.7M 0.16%
30,349
+6,960
129
$10.7M 0.16%
210,888
+165,438
130
$10.6M 0.15%
177,459
+21,936
131
$10.6M 0.15%
200,392
+70,501
132
$10.6M 0.15%
29,189
-22,126
133
$10.6M 0.15%
46,808
-6,013
134
$10.5M 0.15%
495,985
+67,909
135
$10.5M 0.15%
211,897
+2,917
136
$10.5M 0.15%
1,077,677
+42,606
137
$10.5M 0.15%
52,995
+14,278
138
$10.5M 0.15%
182,352
+8,335
139
$10.4M 0.15%
152,792
+143,103
140
$10.4M 0.15%
518,962
+64,174
141
$10.3M 0.15%
1,264
-88
142
$10.3M 0.15%
22,682
-16,583
143
$10.3M 0.15%
715,739
+520,595
144
$10.2M 0.15%
119,141
+90,247
145
$10.2M 0.15%
61,090
+11,545
146
$10.2M 0.15%
41,245
+855
147
$10.2M 0.15%
166,726
+14,912
148
$10.1M 0.15%
160,770
+119,428
149
$10.1M 0.15%
2,038
-1,933
150
$10.1M 0.15%
263,614
-103,715
4 5
6
7 8