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
201
$8.06M 0.13%
42,982
+1,962
202
$8.05M 0.13%
324,416
+16,595
203
$8.04M 0.13%
29,045
-8,841
204
$8.04M 0.13%
17,868
+4,411
205
$7.99M 0.13%
60,890
-1,471
206
$7.97M 0.13%
24,617
+3,265
207
$7.96M 0.13%
199,264
-121,373
208
$7.94M 0.12%
122,231
+11,480
209
$7.93M 0.12%
60,730
-1,156
210
$7.93M 0.12%
158,921
+54,292
211
$7.93M 0.12%
62,499
+57,033
212
$7.92M 0.12%
84,792
+4,288
213
$7.9M 0.12%
+135,285
214
$7.87M 0.12%
54,343
+5,422
215
$7.86M 0.12%
405,894
+64,790
216
$7.85M 0.12%
211,132
+12,050
217
$7.83M 0.12%
576,686
+29,346
218
$7.79M 0.12%
+203,306
219
$7.76M 0.12%
120,912
-19,564
220
$7.73M 0.12%
+119,369
221
$7.73M 0.12%
151,814
+7,638
222
$7.72M 0.12%
96,163
+19,663
223
$7.71M 0.12%
173,894
+8,844
224
$7.69M 0.12%
54,019
+15,482
225
$7.64M 0.12%
+102,052
7 8
9
10 11