EF

Empowered Funds Portfolio holdings

AUM $8.83B
1-Year Est. Return 18.13%
This Quarter Est. Return
1 Year Est. Return
+18.13%
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
1
$124M 1.81%
495,363
+68,537
2
$114M 1.66%
847,197
+80,184
3
$105M 1.54%
977,720
+53,898
4
$96.6M 1.41%
1,000,486
+31,219
5
$96.1M 1.4%
663,463
+8,762
6
$95M 1.39%
1,986,486
+108,683
7
$91.5M 1.34%
1,419,822
+88,646
8
$80.6M 1.18%
191,117
+26,700
9
$67.1M 0.98%
+2,894,843
10
$56.6M 0.83%
1,284,226
+23,847
11
$56.5M 0.83%
243,801
+58,077
12
$56M 0.82%
255,120
+49,597
13
$53.4M 0.78%
91,267
-436
14
$49.8M 0.73%
1,187,794
+118,936
15
$46M 0.67%
707,459
+39,539
16
$43.6M 0.64%
230,302
+5,865
17
$35.9M 0.53%
293,056
+15,518
18
$34.9M 0.51%
755,782
+37,246
19
$34.9M 0.51%
86,305
+13,742
20
$32.8M 0.48%
330,429
+33,551
21
$31.9M 0.47%
320,784
+72,387
22
$31.7M 0.46%
226,996
-14,711
23
$30.2M 0.44%
125,938
+14,876
24
$29.9M 0.44%
+607,635
25
$29.2M 0.43%
232,180
+161,408
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