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
$6.36B
AUM Growth
+$581M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,470
New
Increased
Reduced
Closed

Top Buys

1
+$72.8M
2
+$21.2M
3
+$16.7M
4
SLB icon
SLB Ltd
SLB
+$14.3M
5
KBH icon
KB Home
KBH
+$12.4M

Top Sells

1
+$82.8M
2
+$34.7M
3
+$27.2M
4
SFY icon
SoFi Select 500 ETF
SFY
+$23M
5
PHM icon
Pultegroup
PHM
+$14.9M

Sector Composition

1 Technology 14.48%
2 Financials 12.8%
3 Consumer Discretionary 12.46%
4 Energy 12.02%
5 Industrials 10.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$8.83M 0.14%
150,201
+1,607
177
$8.8M 0.14%
45,394
-48,432
178
$8.75M 0.14%
90,960
+6,507
179
$8.71M 0.14%
202,786
+10,318
180
$8.68M 0.14%
24,229
-25,412
181
$8.57M 0.13%
50,128
+32,062
182
$8.56M 0.13%
428,076
+92,766
183
$8.53M 0.13%
741,456
+109,513
184
$8.48M 0.13%
198,158
+120,706
185
$8.46M 0.13%
1,289,237
+65,660
186
$8.46M 0.13%
891,148
+45,426
187
$8.4M 0.13%
44,014
-43,865
188
$8.37M 0.13%
229,636
-70,569
189
$8.31M 0.13%
59,407
-3,973
190
$8.27M 0.13%
23,389
+1,502
191
$8.26M 0.13%
40,900
-15,394
192
$8.26M 0.13%
391,531
+381,366
193
$8.25M 0.13%
129,891
+118,228
194
$8.24M 0.13%
247,339
-7,538
195
$8.22M 0.13%
332,124
+11,980
196
$8.2M 0.13%
55,382
-885
197
$8.18M 0.13%
21,034
+443
198
$8.12M 0.13%
701,879
+35,778
199
$8.11M 0.13%
116,218
-10,718
200
$8.06M 0.13%
61,230
+23,850
6 7
8
9 10