EF
Empowered Funds Portfolio holdings
AUM
$8.83B
This Quarter Return
-18.87%
1 Year Return
+18.13%
3 Year Return
+75.5%
5 Year Return
+177.49%
10 Year Return
–
AUM
$236M
AUM Growth
+$236M
(-30%)
Cap. Flow
-$47.2M
Cap. Flow
% of AUM
-19.95%
Top 10 Holdings %
Top 10 Hldgs %
46.16%
Holding
127
New
36
Increased
7
Reduced
48
Closed
36
Top Buys
| 1 |
American Eagle Outfitters
AEO
|
$3.44M |
| 2 |
Pultegroup
PHM
|
$2.4M |
| 3 |
Skyworks Solutions
SWKS
|
$2.24M |
| 4 |
IBM
IBM
|
$2.21M |
| 5 |
KLA
KLAC
|
$2.21M |
Top Sells
| 1 |
Cigna
CI
|
$3.56M |
| 2 |
PARA
Paramount Global Class B
PARA
|
$3.45M |
| 3 |
Ingredion
INGR
|
$3.3M |
| 4 |
PACCAR
PCAR
|
$3.25M |
| 5 |
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% |