EF

Empowered Funds Portfolio holdings

AUM $5.89B
1-Year Est. Return 27.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$338M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$5.33M
2
+$5.03M
3
+$3.35M
4
AMAT icon
Applied Materials
AMAT
+$3.33M
5
BBBY
Bed Bath & Beyond Inc
BBBY
+$3.31M

Top Sells

1
+$3.52M
2
+$3.29M
3
+$3.23M
4
SAFM
Sanderson Farms Inc
SAFM
+$3.21M
5
AZO icon
AutoZone
AZO
+$3.16M

Sector Composition

1 Consumer Discretionary 16.52%
2 Technology 15.21%
3 Healthcare 6.09%
4 Industrials 5.61%
5 Materials 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-37,316
127
– –
-10,225
128
– –
-4,422
129
– –
-61,930
130
– –
-97,536
131
– –
-38,409
132
– –
-25,622
133
– –
-4,655
2 3 4 5
6