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
1701
– –
-16,737
1702
– –
-412,644
1703
– –
-856
1704
– –
-231,722
1705
– –
-95,006
1706
– –
-13,986
1707
– –
-70,142
1708
– –
-18,788
1709
– –
-12,129
1710
– –
-12,707
1711
– –
-4,510
1712
– –
-20,873
1713
– –
-234,223
1714
– –
-23,765
1715
– –
-14,130
1716
– –
-66,606
1717
– –
-12,114
1718
– –
-9,935
1719
– –
-3,076
1720
– –
-62,052
1721
– –
-21,062
1722
– –
-8,867
1723
– –
-117,639
1724
– –
-44,557
1725
– –
-79,506
67 68
69
70 71