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
$915M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1 +$38.8M
2 +$38.5M
3 +$29.2M
4
IXN icon
iShares Global Tech ETF
IXN
+$28.8M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$28.7M

Top Sells

1 +$35.7M
2 +$33.9M
3 +$26.7M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$26.4M
5
IYG icon
iShares US Financial Services ETF
IYG
+$26.2M

Sector Composition

1 Consumer Discretionary 7.89%
2 Industrials 6.67%
3 Energy 6.55%
4 Materials 6.28%
5 Technology 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-116,269
252
-32,523
253
-675,929
254
-4,888
255
-25,445
256
-1,188
257
-12,804
258
-2,920
259
-23,746
260
-112,392
261
-23,913
262
-5,835
263
-132,271
264
-66,876
265
-4,293
266
-60,914
267
-92,880
268
-193,188
269
-401,400
270
-132,375
271
-364,388
272
-101,739
273
-228,900
274
-407,175
275
-4,071