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
$239M
AUM Growth
-$40.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$2.46M
3
+$2.4M
4
NUE icon
Nucor
NUE
+$2.39M
5
CAT icon
Caterpillar
CAT
+$2.35M

Top Sells

1
+$8.05M
2
+$4.17M
3
+$3.11M
4
IVAL icon
Alpha Architect International Quantitative Value ETF
IVAL
+$2.98M
5
MKSI icon
MKS Inc
MKSI
+$2.81M

Sector Composition

1 Consumer Discretionary 16.48%
2 Technology 15.84%
3 Healthcare 7.53%
4 Industrials 6.47%
5 Communication Services 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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