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
$276M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 16.25%
2 Industrials 15.71%
3 Technology 12.85%
4 Healthcare 4.34%
5 Materials 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.42M 0.87%
44,734
52
$2.15M 0.78%
29,567
53
$1.4M 0.51%
29,358
54
$1.4M 0.51%
7,853
55
$1.38M 0.5%
47,230
56
$1.36M 0.49%
19,997
57
$1.35M 0.49%
39,554
58
$1.35M 0.49%
26,873
59
$1.33M 0.48%
23,861
60
$1.33M 0.48%
6,480
61
$1.33M 0.48%
20,714
62
$1.33M 0.48%
19,432
63
$1.33M 0.48%
17,999
64
$1.32M 0.48%
10,855
65
$1.32M 0.48%
6,174
66
$1.31M 0.47%
60,080
67
$1.31M 0.47%
78,050
68
$1.3M 0.47%
17,608
69
$1.3M 0.47%
12,929
70
$1.29M 0.47%
3,451
71
$1.29M 0.47%
3,726
72
$1.29M 0.47%
7,054
73
$1.28M 0.46%
22,925
74
$1.28M 0.46%
10,614
75
$1.27M 0.46%
56,088
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