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
201
$8.53M 0.12%
377,522
+18,378
202
$8.48M 0.12%
640,401
+66,020
203
$8.45M 0.12%
105,822
+2,778
204
$8.45M 0.12%
153,997
-49,309
205
$8.45M 0.12%
77,152
+22,809
206
$8.44M 0.12%
301,390
-23,315
207
$8.43M 0.12%
255,113
+12,413
208
$8.43M 0.12%
190,168
+4,895
209
$8.4M 0.12%
47,052
+43,721
210
$8.37M 0.12%
79,163
+71,603
211
$8.35M 0.12%
138,118
+131,714
212
$8.34M 0.12%
13,231
+874
213
$8.33M 0.12%
55,698
+49,874
214
$8.3M 0.12%
308,749
+15,037
215
$8.28M 0.12%
85,288
+80,352
216
$8.27M 0.12%
46,091
+21,622
217
$8.21M 0.12%
+91,771
218
$8.19M 0.12%
+250,531
219
$8.19M 0.12%
108,054
+104,006
220
$8.15M 0.12%
64,104
+2,522
221
$8.14M 0.12%
+109,023
222
$8.14M 0.12%
91,360
+14,881
223
$8.11M 0.12%
69,498
-16,859
224
$8.05M 0.12%
115,840
+71,416
225
$8.02M 0.12%
49,334
+8,434
7 8
9
10 11