EF
Empowered Funds Portfolio holdings
AUM
$8.83B
This Quarter Return
-28.09%
1 Year Return
+18.13%
3 Year Return
+75.5%
5 Year Return
+177.49%
10 Year Return
–
AUM
$276M
AUM Growth
+$276M
(0%)
Cap. Flow
+$0
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
37.6%
Holding
102
New
–
Increased
–
Reduced
–
Closed
–
Top Buys
No buys this quarter
Top Sells
No sells this quarter
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Tandem Diabetes Care
TNDM
$845M
| $1.07M | 0.39% |
18,024
| – | – |
|
102
Roku
ROKU
$14.2B
| $1.04M | 0.38% |
7,750
| – | – |
|