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
1526
$172K ﹤0.01%
18,471
+756
1527
$170K ﹤0.01%
16,055
+622
1528
$167K ﹤0.01%
+2,685
1529
$165K ﹤0.01%
+6,089
1530
$162K ﹤0.01%
25,209
-1,000
1531
$161K ﹤0.01%
85,387
+4,176
1532
$160K ﹤0.01%
37,724
+1,671
1533
$160K ﹤0.01%
28,120
+500
1534
$160K ﹤0.01%
+2,359
1535
$159K ﹤0.01%
36,835
+21,747
1536
$156K ﹤0.01%
+10,579
1537
$155K ﹤0.01%
+28,356
1538
$154K ﹤0.01%
30,070
+1,760
1539
$154K ﹤0.01%
+1,303
1540
$153K ﹤0.01%
154,085
+2,850
1541
$153K ﹤0.01%
+6,723
1542
$151K ﹤0.01%
11,536
+306
1543
$151K ﹤0.01%
+10,538
1544
$150K ﹤0.01%
+1,168
1545
$150K ﹤0.01%
+858
1546
$150K ﹤0.01%
+1,626
1547
$150K ﹤0.01%
+2,502
1548
$149K ﹤0.01%
+4,356
1549
$142K ﹤0.01%
+11,714
1550
$138K ﹤0.01%
+2,147
60 61
62
63 64