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

Top Buys

1
+$3.11M
2
+$2.78M
3
+$2.59M
4
UTHR icon
United Therapeutics
UTHR
+$2.58M
5
CALM icon
Cal-Maine
CALM
+$2.57M

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
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127
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128
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-8,023
129
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130
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-18,962
131
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-5,069
132
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-5,012
133
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-562
2 3 4 5
6