EF

Empowered Funds Portfolio holdings

AUM $8.83B
1-Year Est. Return 18.13%
This Quarter Est. Return
1 Year Est. Return
+18.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$522M
AUM Growth
+$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$37.3M
2
+$16.1M
3
+$15.6M
4
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$15.5M
5
AIA icon
iShares Asia 50 ETF
AIA
+$12.2M

Top Sells

1
+$15.9M
2
+$11.3M
3
+$10.6M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$10.6M
5
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$9.85M

Sector Composition

1 Healthcare 11.21%
2 Consumer Discretionary 11.2%
3 Technology 7.87%
4 Consumer Staples 5.66%
5 Industrials 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.83M 0.35%
+12,486
102
$1.83M 0.35%
12,898
+72
103
$1.8M 0.34%
+39,839
104
$1.8M 0.34%
24,558
+4,834
105
$1.79M 0.34%
+8,240
106
$1.79M 0.34%
+23,578
107
$1.78M 0.34%
+6,282
108
$1.78M 0.34%
+9,284
109
$1.77M 0.34%
+63,858
110
$1.77M 0.34%
20,230
+4,416
111
$1.76M 0.34%
+17,909
112
$1.75M 0.34%
14,046
-831
113
$1.75M 0.33%
7,687
+64
114
$1.75M 0.33%
+26,523
115
$1.73M 0.33%
+6,367
116
$1.71M 0.33%
+45,260
117
$1.7M 0.33%
7,659
+940
118
$1.7M 0.33%
+30,410
119
$1.69M 0.32%
129,760
+16,880
120
$1.65M 0.32%
9,182
+2,774
121
$1.65M 0.32%
+11,616
122
$1.63M 0.31%
+7,439
123
$1.63M 0.31%
+20,370
124
$1.58M 0.3%
19,690
-9,710
125
$1.56M 0.3%
+13,969
3 4
5
6 7