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
151
$10.1M 0.15%
105,331
-19,462
152
$10.1M 0.15%
787,582
+38,464
153
$10.1M 0.15%
31,131
-58,504
154
$9.92M 0.14%
426,303
+20,409
155
$9.9M 0.14%
43,410
+7,432
156
$9.86M 0.14%
4,950
-713
157
$9.82M 0.14%
88,165
-2,795
158
$9.81M 0.14%
273,032
+225,196
159
$9.76M 0.14%
84,372
+3,966
160
$9.76M 0.14%
124,509
+82,674
161
$9.7M 0.14%
77,156
+11,249
162
$9.65M 0.14%
112,129
+4,420
163
$9.62M 0.14%
65,071
+4,341
164
$9.6M 0.14%
86,899
+12,463
165
$9.55M 0.14%
175,767
+27,592
166
$9.55M 0.14%
250,194
+20,558
167
$9.5M 0.14%
650,450
+31,714
168
$9.45M 0.14%
86,362
+19,573
169
$9.38M 0.14%
163,109
+27,824
170
$9.36M 0.14%
232,213
+12,792
171
$9.36M 0.14%
114,716
-1,502
172
$9.27M 0.14%
13,010
+11,358
173
$9.23M 0.13%
199,594
+23,429
174
$9.21M 0.13%
43,327
+18,422
175
$9.15M 0.13%
27,374
+649
5 6
7
8 9