EF

Empowered Funds Portfolio holdings

AUM $5.89B
1-Year Est. Return 27.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$280M
AUM Growth
+$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$2.58M
3
+$2.56M
4
WU icon
Western Union
WU
+$2.53M
5
IP icon
International Paper
IP
+$2.52M

Top Sells

1
+$3.26M
2
+$2.4M
3
+$2.24M
4
IBM icon
IBM
IBM
+$2.21M
5
KLAC icon
KLA
KLAC
+$2.21M

Sector Composition

1 Consumer Discretionary 19.85%
2 Technology 16.44%
3 Healthcare 9.12%
4 Industrials 4.1%
5 Communication Services 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.57M 0.56%
+11,365
52
$1.57M 0.56%
+11,011
53
$1.57M 0.56%
+20,881
54
$1.55M 0.55%
+12,195
55
$1.54M 0.55%
+12,755
56
$1.54M 0.55%
+13,692
57
$1.53M 0.55%
54,794
+7,530
58
$1.53M 0.55%
84,390
+3,522
59
$1.52M 0.55%
8,945
+2,076
60
$1.52M 0.55%
8,063
-2,115
61
$1.51M 0.54%
+11,670
62
$1.5M 0.54%
+17,232
63
$1.5M 0.54%
+13,555
64
$1.5M 0.53%
57,795
+5,475
65
$1.49M 0.53%
+9,965
66
$1.49M 0.53%
+13,830
67
$1.48M 0.53%
+8,172
68
$1.48M 0.53%
29,552
+6,186
69
$1.48M 0.53%
+74,540
70
$1.46M 0.52%
+22,531
71
$1.46M 0.52%
+28,116
72
$1.45M 0.52%
16,598
+4,595
73
$1.45M 0.52%
+33,068
74
$1.44M 0.51%
+7,466
75
$1.44M 0.51%
8,650
-1,530
1 2
3
4 5