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
$522M
AUM Growth
+$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$37.3M
2
+$16.1M
3
+$15.6M
4
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$15.5M
5
AIA icon
iShares Asia 50 ETF
AIA
+$12.2M

Top Sells

1
+$15.9M
2
+$11.3M
3
+$10.6M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$10.6M
5
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$9.85M

Sector Composition

1 Healthcare 11.21%
2 Consumer Discretionary 11.2%
3 Technology 7.87%
4 Consumer Staples 5.66%
5 Industrials 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-23,792
227
– –
-38,756
228
– –
-66,702
229
– –
-78,945
6 7 8 9
10