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
$230M
AUM Growth
-$9.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.45M
3
+$2.44M
4
HLF icon
Herbalife
HLF
+$2.36M
5
COP icon
ConocoPhillips
COP
+$2.33M

Top Sells

1
+$2.43M
2
+$2.42M
3
+$2.41M
4
HRB icon
H&R Block
HRB
+$2.35M
5
STX icon
Seagate
STX
+$2.32M

Sector Composition

1 Consumer Discretionary 18.03%
2 Technology 10.77%
3 Healthcare 9.93%
4 Industrials 8.83%
5 Materials 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.24M 0.54%
12,740
-2,662
52
$1.23M 0.54%
+18,649
53
$1.21M 0.53%
19,772
-6,774
54
$1.21M 0.52%
+14,406
55
$1.2M 0.52%
+43,580
56
$1.2M 0.52%
42,236
+8,984
57
$1.19M 0.52%
+5,353
58
$1.19M 0.52%
17,961
+183
59
$1.19M 0.52%
+4,367
60
$1.18M 0.51%
941
-55
61
$1.18M 0.51%
+11,548
62
$1.17M 0.51%
+7,575
63
$1.16M 0.51%
+11,232
64
$1.16M 0.51%
7,939
+819
65
$1.16M 0.5%
14,276
-1,974
66
$1.14M 0.5%
5,233
+120
67
$1.14M 0.49%
+3,348
68
$1.13M 0.49%
7,388
-664
69
$1.11M 0.48%
+24,039
70
$1.11M 0.48%
15,218
-3,234
71
$1.11M 0.48%
+12,524
72
$1.1M 0.48%
+8,930
73
$1.09M 0.47%
8,419
-1,604
74
$1.09M 0.47%
6,399
+1,126
75
$1.07M 0.46%
+14,647
1 2
3
4 5