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
$236M
AUM Growth
-$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$3.44M
2 +$2.4M
3 +$2.24M
4
IBM icon
IBM
IBM
+$2.21M
5
KLAC icon
KLA
KLAC
+$2.21M

Top Sells

1 +$3.56M
2 +$3.45M
3 +$3.3M
4
PCAR icon
PACCAR
PCAR
+$3.25M
5
WU icon
Western Union
WU
+$3.22M

Sector Composition

1 Consumer Discretionary 21.23%
2 Technology 16%
3 Industrials 5.08%
4 Materials 5.07%
5 Healthcare 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-89,884
127
-5,092