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
$280M
AUM Growth
+$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$3.11M
2
+$2.78M
3
+$2.59M
4
UTHR icon
United Therapeutics
UTHR
+$2.58M
5
CALM icon
Cal-Maine
CALM
+$2.57M

Top Sells

1
+$3.26M
2
+$2.4M
3
+$2.24M
4
IBM icon
IBM
IBM
+$2.21M
5
KLAC icon
KLA
KLAC
+$2.21M

Sector Composition

1 Consumer Discretionary 19.85%
2 Technology 16.44%
3 Healthcare 9.12%
4 Industrials 4.1%
5 Communication Services 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.5M 0.89%
30,241
-1,019
27
$2.48M 0.88%
83,512
+20,405
28
$2.48M 0.88%
36,478
+2,878
29
$2.46M 0.88%
66,885
+1,815
30
$2.45M 0.88%
35,639
+17,570
31
$2.44M 0.87%
+47,108
32
$2.44M 0.87%
40,295
-2,766
33
$2.44M 0.87%
39,161
+2,443
34
$2.44M 0.87%
93,248
+5,299
35
$2.43M 0.87%
49,361
-11,819
36
$2.42M 0.87%
+33,202
37
$2.41M 0.86%
+50,686
38
$2.41M 0.86%
71,147
-217
39
$2.4M 0.86%
66,088
-6,664
40
$2.38M 0.85%
84,937
+8,388
41
$2.37M 0.85%
52,820
+274
42
$2.29M 0.82%
+40,401
43
$2.27M 0.81%
16,717
-644
44
$2.25M 0.8%
+55,571
45
$2.18M 0.78%
+14,819
46
$1.88M 0.67%
+29,659
47
$1.62M 0.58%
+13,582
48
$1.6M 0.57%
12,420
-1,871
49
$1.58M 0.57%
9,651
-387
50
$1.58M 0.57%
+77,305
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