EF

Empowered Funds Portfolio holdings

AUM $5.89B
1-Year Est. Return 27.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$887M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$35.5M
2
+$26.7M
3
+$26.5M
4
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$26.5M
5
KBWB icon
Invesco KBW Bank ETF
KBWB
+$26.4M

Top Sells

1
+$47.2M
2
+$35.4M
3
+$28.3M
4
IXN icon
iShares Global Tech ETF
IXN
+$24.4M
5
XRT icon
State Street SPDR S&P Retail ETF
XRT
+$14.4M

Sector Composition

1 Consumer Discretionary 14.41%
2 Materials 6.16%
3 Industrials 6.15%
4 Financials 4.98%
5 Technology 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
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