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
$199M
AUM Growth
+$45.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Sells

1 +$2.02M
2 +$2.01M
3 +$1.98M
4
DG icon
Dollar General
DG
+$1.92M
5
GM icon
General Motors
GM
+$1.91M

Sector Composition

1 Consumer Discretionary 18.57%
2 Technology 13.68%
3 Healthcare 10.98%
4 Communication Services 7.34%
5 Consumer Staples 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-6,073
102
-56,015
103
-6,431
104
-23,711
105
-49,451
106
-26,138
107
-26,263
108
-15,313
109
-52,713
110
-47,391
111
-49,922
112
-14,416
113
-16,193
114
-8,921
115
-3,010
116
-29,887
117
-45,952
118
-40,216
119
-18,431
120
-15,495
121
-19,532
122
-6,484
123
-50,116
124
-16,948
125
-32,998