EF
Empowered Funds Portfolio holdings
AUM
$8.83B
This Quarter Return
+9.83%
1 Year Return
+18.13%
3 Year Return
+75.5%
5 Year Return
+177.49%
10 Year Return
–
AUM
$154M
AUM Growth
+$30.8M
(+25%)
Cap. Flow
+$22.9M
Cap. Flow
% of AUM
14.85%
Top 10 Holdings %
Top 10 Hldgs %
34.04%
Holding
135
New
43
Increased
32
Reduced
19
Closed
41
Top Buys
Top Sells
| 1 |
JWN
Nordstrom
JWN
|
$1.92M |
| 2 |
SGI
Somnigroup International Inc.
SGI
|
$1.81M |
| 3 |
Sally Beauty Holdings
SBH
|
$1.8M |
| 4 |
Teradata
TDC
|
$1.73M |
| 5 |
Capri Holdings
CPRI
|
$1.72M |
Sector Composition
| 1 | Consumer Discretionary | 21.13% |
| 2 | Technology | 12.48% |
| 3 | Healthcare | 10.44% |
| 4 | Consumer Staples | 8.32% |
| 5 | Industrials | 7.9% |