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
$276M
AUM Growth
+$46.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$6.15M
2
+$4.65M
3
+$4.64M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.11M
5
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$3.1M

Top Sells

1
+$4.21M
2
+$3.82M
3
+$2.49M
4
ABBV icon
AbbVie
ABBV
+$2.44M
5
HLF icon
Herbalife
HLF
+$2.36M

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
101
$1.07M 0.39%
+18,024
102
$1.04M 0.38%
+7,750
103
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-14,647
104
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-9,243
105
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-14,044
106
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-21,152
107
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-8,281
108
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-6,399
109
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-26,196
110
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-9,198
111
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-3,348
112
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-11,548
113
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-12,524
114
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-24,456
115
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-11,232
116
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-10,002
117
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-42,236
118
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-43,840
119
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-48,714
120
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-1,858
121
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122
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-14,276
123
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-4,367
124
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-82,446
125
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-45,214
2 3 4
5
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