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
$522M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$2.03M

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
32
$2.89M 0.55%
55,545
33
$2.88M 0.55%
7,033
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
39
$2.85M 0.55%
8,875
40
$2.83M 0.54%
53,571
41
$2.83M 0.54%
24,084
42
$2.82M 0.54%
12,162
43
$2.81M 0.54%
5,127
44
$2.79M 0.54%
9,169
45
$2.79M 0.53%
60,980
46
$2.79M 0.53%
16,023
47
$2.78M 0.53%
24,070
48
$2.78M 0.53%
56,570
49
$2.77M 0.53%
7,803
50
$2.76M 0.53%
57,430
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