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
$276M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 16.25%
2 Industrials 15.71%
3 Technology 12.85%
4 Healthcare 4.34%
5 Materials 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.63M 0.95%
44,984
27
$2.62M 0.95%
127,461
28
$2.61M 0.95%
68,375
29
$2.59M 0.94%
43,251
30
$2.59M 0.94%
31,921
31
$2.57M 0.93%
67,133
32
$2.55M 0.92%
8,606
33
$2.55M 0.92%
52,775
34
$2.54M 0.92%
37,562
35
$2.54M 0.92%
171,374
36
$2.54M 0.92%
21,197
37
$2.54M 0.92%
65,038
38
$2.53M 0.92%
22,594
39
$2.52M 0.91%
39,358
40
$2.52M 0.91%
74,112
41
$2.51M 0.91%
14,047
42
$2.5M 0.9%
57,338
43
$2.49M 0.9%
49,941
44
$2.49M 0.9%
106,020
45
$2.47M 0.89%
46,860
46
$2.47M 0.89%
63,551
47
$2.46M 0.89%
55,245
48
$2.46M 0.89%
37,868
49
$2.45M 0.89%
48,246
50
$2.43M 0.88%
28,616
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