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
1676
-23,155
1677
-16,241
1678
-158,970
1679
-22,714
1680
-145,314
1681
-118,890
1682
-100,681
1683
-23,941
1684
-21,640
1685
-10,768
1686
-118,096
1687
-296,037
1688
-99,077
1689
-2,193
1690
-7,138
1691
-36,180
1692
-25,644
1693
-28,919
1694
-119,369
1695
-4,190
1696
-56,252
1697
-21,607
1698
-60,890
1699
-103,348
1700
-8,420