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
$522M
AUM Growth
+$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$37.3M
2
+$16.1M
3
+$15.6M
4
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$15.5M
5
AIA icon
iShares Asia 50 ETF
AIA
+$12.2M

Top Sells

1
+$15.9M
2
+$11.3M
3
+$10.6M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$10.6M
5
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$9.85M

Sector Composition

1 Healthcare 11.21%
2 Consumer Discretionary 11.2%
3 Technology 7.87%
4 Consumer Staples 5.66%
5 Industrials 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.06M 0.59%
+155,495
27
$2.97M 0.57%
+52,829
28
$2.94M 0.56%
+26,959
29
$2.94M 0.56%
+113,279
30
$2.91M 0.56%
+13,688
31
$2.89M 0.55%
52,973
-4,584
32
$2.89M 0.55%
+55,545
33
$2.88M 0.55%
7,033
+68
34
$2.88M 0.55%
+55,911
35
$2.87M 0.55%
+88,794
36
$2.86M 0.55%
+8,159
37
$2.86M 0.55%
+89,925
38
$2.85M 0.55%
18,781
-8,670
39
$2.85M 0.55%
8,875
-1,779
40
$2.83M 0.54%
+53,571
41
$2.83M 0.54%
+24,084
42
$2.82M 0.54%
12,162
-3,998
43
$2.81M 0.54%
5,127
-393
44
$2.79M 0.54%
+9,169
45
$2.79M 0.53%
+60,980
46
$2.79M 0.53%
16,023
-2,613
47
$2.78M 0.53%
+24,070
48
$2.78M 0.53%
+56,570
49
$2.77M 0.53%
7,803
+435
50
$2.76M 0.53%
57,430
+104
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