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
$230M
AUM Growth
-$9.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$2.44M
3
+$2.32M
4
RHI icon
Robert Half
RHI
+$2.3M
5
ELV icon
Elevance Health
ELV
+$2.26M

Top Sells

1
+$2.43M
2
+$2.42M
3
+$2.41M
4
HRB icon
H&R Block
HRB
+$2.35M
5
STX icon
Seagate
STX
+$2.32M

Sector Composition

1 Consumer Discretionary 18.03%
2 Technology 10.77%
3 Healthcare 9.93%
4 Industrials 8.83%
5 Materials 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-53,700
127
– –
-18,742
128
– –
-5,801
129
– –
-7,794
130
– –
-117,109
131
– –
-67,918
2 3 4 5
6