EF
Empowered Funds Portfolio holdings
AUM
$8.83B
This Quarter Return
+8.91%
1 Year Return
+18.13%
3 Year Return
+75.5%
5 Year Return
+177.49%
10 Year Return
–
AUM
$199M
AUM Growth
+$45.2M
(+29%)
Cap. Flow
+$35.4M
Cap. Flow
% of AUM
17.78%
Top 10 Holdings %
Top 10 Hldgs %
37.47%
Holding
130
New
36
Increased
46
Reduced
11
Closed
37
Top Buys
Top Sells
| 1 |
Robert Half
RHI
|
$2.02M |
| 2 |
NetApp
NTAP
|
$2.01M |
| 3 |
D.R. Horton
DHI
|
$1.98M |
| 4 |
Dollar General
DG
|
$1.92M |
| 5 |
General Motors
GM
|
$1.91M |
Sector Composition
| 1 | Consumer Discretionary | 18.57% |
| 2 | Technology | 13.68% |
| 3 | Healthcare | 10.98% |
| 4 | Communication Services | 7.34% |
| 5 | Consumer Staples | 7.21% |