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
51
$2.75M 0.53%
23,091
52
$2.75M 0.53%
55,093
53
$2.74M 0.53%
49,915
54
$2.74M 0.53%
60,654
55
$2.74M 0.52%
40,057
56
$2.73M 0.52%
17,040
57
$2.73M 0.52%
20,877
58
$2.73M 0.52%
11,138
59
$2.72M 0.52%
29,941
60
$2.72M 0.52%
27,231
61
$2.71M 0.52%
135,018
62
$2.71M 0.52%
77,492
63
$2.71M 0.52%
60,988
64
$2.71M 0.52%
69,028
65
$2.69M 0.52%
72,228
66
$2.68M 0.51%
28,858
67
$2.66M 0.51%
61,626
68
$2.64M 0.51%
14,627
69
$2.64M 0.51%
52,455
70
$2.62M 0.5%
78,098
71
$2.62M 0.5%
63,178
72
$2.61M 0.5%
24,668
73
$2.58M 0.49%
33,858
74
$2.57M 0.49%
36,318
75
$2.54M 0.49%
59,289
1 2
3
4 5