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
76
$2.52M 0.48%
49,394
77
$2.43M 0.47%
11,482
78
$2.36M 0.45%
15,580
79
$2.31M 0.44%
40,924
80
$2.28M 0.44%
11,439
81
$2.27M 0.43%
32,702
82
$2.23M 0.43%
15,777
83
$2.18M 0.42%
30,076
84
$2.13M 0.41%
15,632
85
$2.07M 0.4%
15,960
86
$2.07M 0.4%
11,641
87
$2.06M 0.39%
22,774
88
$2.05M 0.39%
8,730
89
$2.03M 0.39%
32,112
-32,112
90
$2.01M 0.39%
13,734
91
$1.99M 0.38%
11,634
92
$1.96M 0.38%
14,165
93
$1.95M 0.37%
5,325
94
$1.95M 0.37%
59,093
95
$1.92M 0.37%
13,528
96
$1.92M 0.37%
8,616
97
$1.91M 0.37%
1,920
98
$1.91M 0.37%
5,974
99
$1.86M 0.36%
72,670
100
$1.85M 0.35%
5,457
2 3
4
5 6