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
76
$1.27M 0.46%
18,312
77
$1.26M 0.46%
9,090
78
$1.26M 0.46%
49,504
79
$1.26M 0.45%
48,360
80
$1.25M 0.45%
8,033
81
$1.25M 0.45%
7,396
82
$1.25M 0.45%
203,393
83
$1.24M 0.45%
2,220
84
$1.24M 0.45%
833
85
$1.24M 0.45%
12,034
86
$1.23M 0.44%
4,640
87
$1.22M 0.44%
15,296
88
$1.22M 0.44%
27,090
89
$1.21M 0.44%
8,291
90
$1.2M 0.43%
3,168
91
$1.2M 0.43%
19,043
92
$1.19M 0.43%
4,142
93
$1.18M 0.43%
6,908
94
$1.18M 0.43%
9,816
95
$1.17M 0.42%
11,344
96
$1.17M 0.42%
13,840
97
$1.15M 0.42%
11,492
98
$1.13M 0.41%
9,770
99
$1.13M 0.41%
7,995
100
$1.12M 0.41%
8,509
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