EF

Empowered Funds Portfolio holdings

AUM $5.89B
1-Year Est. Return 27.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$236M
AUM Growth
-$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$3.71M
2
+$2.58M
3
+$2.58M
4
IBM icon
IBM
IBM
+$2.44M
5
MAN icon
ManpowerGroup
MAN
+$2.38M

Top Sells

1
+$3.56M
2
+$3.45M
3
+$3.3M
4
PCAR icon
PACCAR
PCAR
+$3.25M
5
WU icon
Western Union
WU
+$3.22M

Sector Composition

1 Consumer Discretionary 21.23%
2 Technology 15.26%
3 Industrials 5.82%
4 Materials 5.07%
5 Healthcare 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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