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
$779M
AUM Growth
-$8.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$47.7M
2
+$47.2M
3
+$28.3M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$20.3M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$17.3M

Top Sells

1
+$37M
2
+$24.4M
3
+$24.2M
4
ARKW icon
ARK Web x.0 ETF
ARKW
+$22.7M
5
XHB icon
SPDR S&P Homebuilders ETF
XHB
+$16.3M

Sector Composition

1 Consumer Discretionary 16.93%
2 Materials 6.04%
3 Healthcare 5.37%
4 Industrials 4.12%
5 Technology 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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