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
$338M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$5.37M
2
+$4.39M
3
+$3.69M
4
INGR icon
Ingredion
INGR
+$3.3M
5
STLD icon
Steel Dynamics
STLD
+$3.2M

Top Sells

1
+$3.52M
2
+$3.29M
3
+$3.23M
4
SAFM
Sanderson Farms Inc
SAFM
+$3.21M
5
AZO icon
AutoZone
AZO
+$3.16M

Sector Composition

1 Consumer Discretionary 16.52%
2 Technology 15.21%
3 Healthcare 6.09%
4 Industrials 5.61%
5 Materials 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.87M 0.55%
+12,837
52
$1.86M 0.55%
+14,492
53
$1.86M 0.55%
+22,503
54
$1.83M 0.54%
+80,643
55
$1.83M 0.54%
19,057
-5,860
56
$1.82M 0.54%
+25,633
57
$1.81M 0.54%
+25,337
58
$1.81M 0.54%
+17,054
59
$1.81M 0.53%
+10,572
60
$1.79M 0.53%
+36,691
61
$1.79M 0.53%
+31,855
62
$1.78M 0.53%
11,152
-1,810
63
$1.77M 0.52%
8,892
-69
64
$1.77M 0.52%
+89,884
65
$1.76M 0.52%
+11,925
66
$1.75M 0.52%
11,673
-1,496
67
$1.73M 0.51%
+17,200
68
$1.71M 0.51%
+25,497
69
$1.71M 0.51%
+20,511
70
$1.7M 0.5%
4,358
-443
71
$1.68M 0.5%
8,587
-272
72
$1.67M 0.5%
33,080
-1,413
73
$1.67M 0.49%
+19,450
74
$1.66M 0.49%
14,370
-2,890
75
$1.64M 0.49%
+84,504
1 2
3
4 5