EF
Empowered Funds Portfolio holdings
AUM
$8.83B
1-Year Return
18.13%
This Quarter Return
+1.25%
1 Year Return
+18.13%
3 Year Return
+75.5%
5 Year Return
+177.49%
10 Year Return
–
AUM
$274M
AUM Growth
+$74.6M
(+37%)
Cap. Flow
+$75.8M
Cap. Flow
% of AUM
27.68%
Top 10 Holdings %
Top 10 Hldgs %
41.61%
Holding
128
New
35
Increased
55
Reduced
2
Closed
36
Top Buys
Top Sells
| 1 |
DISCA
Discovery, Inc. Series A Common Stock
DISCA
|
$2.6M |
| 2 |
Sinclair Inc
SBGI
|
$2.52M |
| 3 |
United Therapeutics
UTHR
|
$2.5M |
| 4 |
Steel Dynamics
STLD
|
$2.49M |
| 5 |
Urban Outfitters
URBN
|
$2.45M |
Sector Composition
| 1 | Consumer Discretionary | 23.09% |
| 2 | Technology | 12.04% |
| 3 | Healthcare | 8.75% |
| 4 | Communication Services | 5.33% |
| 5 | Materials | 4.86% |