EF
Empowered Funds Portfolio holdings
AUM
$8.83B
This Quarter Return
+20.26%
1 Year Return
+18.13%
3 Year Return
+75.5%
5 Year Return
+177.49%
10 Year Return
–
AUM
$522M
AUM Growth
+$522M
(+63%)
Cap. Flow
+$179M
Cap. Flow
% of AUM
34.31%
Top 10 Holdings %
Top 10 Hldgs %
32.36%
Holding
229
New
124
Increased
15
Reduced
23
Closed
67
Top Buys
Top Sells
| 1 |
ARK Innovation ETF
ARKK
|
$15.9M |
| 2 |
ARK Web x.0 ETF
ARKW
|
$11.3M |
| 3 |
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
|
$10.6M |
| 4 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$10.6M |
| 5 |
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% |