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
176
$9.14M 0.13%
143,291
+63,456
177
$9.1M 0.13%
156,489
+6,288
178
$9.06M 0.13%
416,498
+30,977
179
$9M 0.13%
35,501
-3,485
180
$8.99M 0.13%
194,890
-1,553
181
$8.99M 0.13%
162,340
+7,806
182
$8.95M 0.13%
+189,194
183
$8.92M 0.13%
116,085
+102,325
184
$8.89M 0.13%
233,385
+25,143
185
$8.88M 0.13%
376,726
+44,602
186
$8.86M 0.13%
222,066
+10,934
187
$8.83M 0.13%
25,336
+719
188
$8.78M 0.13%
118,232
+24,549
189
$8.77M 0.13%
193,183
+19,289
190
$8.76M 0.13%
+172,702
191
$8.7M 0.13%
262,063
+12,723
192
$8.68M 0.13%
315,669
+15,234
193
$8.65M 0.13%
625,284
+48,598
194
$8.63M 0.13%
963,005
+33,241
195
$8.62M 0.13%
317,188
+60,081
196
$8.61M 0.13%
65,490
+2,991
197
$8.57M 0.13%
25,243
-37,394
198
$8.57M 0.13%
330,462
+12,473
199
$8.56M 0.13%
234,707
+155,013
200
$8.55M 0.13%
45,890
-9,492
6 7
8
9 10