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
$717M
AUM Growth
-$316M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
496
New
Increased
Reduced
Closed

Top Buys

1 +$11.6M
2 +$8.4M
3 +$7.34M
4
EXC icon
Exelon
EXC
+$6.91M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$6.83M

Sector Composition

1 Energy 28.41%
2 Consumer Discretionary 7.82%
3 Materials 7.42%
4 Healthcare 6.65%
5 Consumer Staples 6.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
0
302
0
303
0
304
-137,489
305
-11,540
306
0
307
0
308
0
309
-44,648
310
0
311
0
312
-3,165
313
-254,694
314
-996,658
315
-78,651
316
0
317
0
318
0
319
0
320
0
321
-10,695
322
-328,382
323
-50,485
324
0
325
0