EF

Empowered Funds Portfolio holdings

AUM $9.9B
1-Year Est. Return 22.33%
This Quarter Est. Return
1 Year Est. Return
+22.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$522M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$2.03M

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
103
$1.8M 0.34%
39,839
104
$1.8M 0.34%
24,558
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
111
$1.76M 0.34%
17,909
112
$1.75M 0.34%
14,046
113
$1.75M 0.33%
7,687
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
118
$1.7M 0.33%
30,410
119
$1.69M 0.32%
129,760
120
$1.65M 0.32%
9,182
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
125
$1.56M 0.3%
13,969
3 4
5
6 7