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
$230M
AUM Growth
-$9.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.45M
3
+$2.44M
4
HLF icon
Herbalife
HLF
+$2.36M
5
COP icon
ConocoPhillips
COP
+$2.33M

Top Sells

1
+$2.43M
2
+$2.42M
3
+$2.41M
4
HRB icon
H&R Block
HRB
+$2.35M
5
STX icon
Seagate
STX
+$2.32M

Sector Composition

1 Consumer Discretionary 18.03%
2 Technology 10.77%
3 Healthcare 9.93%
4 Industrials 8.83%
5 Materials 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.28M 0.99%
62,475
-5,535
27
$2.28M 0.99%
+45,949
28
$2.28M 0.99%
9,781
+270
29
$2.27M 0.99%
+40,778
30
$2.26M 0.98%
49,144
-3,670
31
$2.25M 0.98%
45,716
+6,373
32
$2.25M 0.98%
26,647
+2,609
33
$2.24M 0.98%
41,509
-2,916
34
$2.23M 0.97%
43,840
+347
35
$2.2M 0.96%
+28,066
36
$2.19M 0.95%
+21,993
37
$2.19M 0.95%
+26,650
38
$2.14M 0.93%
+37,135
39
$2.14M 0.93%
33,749
+100
40
$2.09M 0.91%
26,196
+1,236
41
$2.02M 0.88%
+82,446
42
$1.99M 0.87%
+46,084
43
$1.98M 0.86%
+8,234
44
$1.95M 0.85%
+7,606
45
$1.39M 0.6%
+9,243
46
$1.31M 0.57%
+1,858
47
$1.28M 0.56%
+10,935
48
$1.26M 0.55%
+9,833
49
$1.25M 0.54%
+38,528
50
$1.24M 0.54%
10,002
-686
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