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
$280M
AUM Growth
+$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$2.58M
3
+$2.56M
4
WU icon
Western Union
WU
+$2.53M
5
IP icon
International Paper
IP
+$2.52M

Top Sells

1
+$3.26M
2
+$2.4M
3
+$2.24M
4
IBM icon
IBM
IBM
+$2.21M
5
KLAC icon
KLA
KLAC
+$2.21M

Sector Composition

1 Consumer Discretionary 19.85%
2 Technology 16.44%
3 Healthcare 9.12%
4 Industrials 4.1%
5 Communication Services 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-12,155
127
– –
-4,598
128
– –
-57,918
129
– –
-130,650
130
– –
-22,999
131
– –
-15,694
132
– –
-15,600
133
– –
-8,742
2 3 4 5
6