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
$276M
AUM Growth
+$46.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$6.15M
2
+$4.65M
3
+$4.64M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.11M
5
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$3.1M

Top Sells

1
+$4.21M
2
+$3.82M
3
+$2.49M
4
ABBV icon
AbbVie
ABBV
+$2.44M
5
HLF icon
Herbalife
HLF
+$2.36M

Sector Composition

1 Consumer Discretionary 16.25%
2 Industrials 15.71%
3 Technology 12.85%
4 Healthcare 4.34%
5 Materials 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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