EF

Empowered Funds Portfolio holdings

AUM $9.9B
1-Year Est. Return 22.33%
This Quarter Est. Return
1 Year Est. Return
+22.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$338M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$5.37M
2
+$4.39M
3
+$3.69M
4
INGR icon
Ingredion
INGR
+$3.3M
5
STLD icon
Steel Dynamics
STLD
+$3.2M

Top Sells

1
+$3.52M
2
+$3.29M
3
+$3.23M
4
SAFM
Sanderson Farms Inc
SAFM
+$3.21M
5
AZO icon
AutoZone
AZO
+$3.16M

Sector Composition

1 Consumer Discretionary 16.52%
2 Technology 15.21%
3 Healthcare 6.09%
4 Industrials 5.61%
5 Materials 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.08M 0.91%
+1,212
27
$3.08M 0.91%
54,248
+9,019
28
$3.06M 0.91%
88,392
+11,996
29
$3.05M 0.9%
+51,066
30
$3.03M 0.9%
105,660
+7,976
31
$3.01M 0.89%
+110,582
32
$3M 0.89%
+108,265
33
$3M 0.89%
+71,692
34
$2.98M 0.88%
83,313
+1,360
35
$2.97M 0.88%
28,906
+2,453
36
$2.93M 0.87%
19,962
+4,726
37
$2.91M 0.86%
34,555
+21,346
38
$2.89M 0.85%
+75,254
39
$2.88M 0.85%
33,567
+1,577
40
$2.86M 0.85%
105,520
+10,359
41
$2.82M 0.83%
187,100
+36,170
42
$2.78M 0.82%
61,824
-14,509
43
$2.78M 0.82%
+34,551
44
$2.63M 0.78%
+177,102
45
$2.02M 0.6%
20,607
-6,803
46
$1.94M 0.57%
+27,556
47
$1.92M 0.57%
32,260
-6,137
48
$1.91M 0.57%
19,882
-6,570
49
$1.89M 0.56%
+102,855
50
$1.89M 0.56%
+23,726
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