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
$522M
AUM Growth
+$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$37.3M
2
+$16.1M
3
+$15.6M
4
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$15.5M
5
AIA icon
iShares Asia 50 ETF
AIA
+$12.2M

Top Sells

1
+$15.9M
2
+$11.3M
3
+$10.6M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$10.6M
5
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$9.85M

Sector Composition

1 Healthcare 11.21%
2 Consumer Discretionary 11.2%
3 Technology 7.87%
4 Consumer Staples 5.66%
5 Industrials 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.51M 0.29%
+37,655
127
$1.5M 0.29%
+34,845
128
$1.47M 0.28%
+20,370
129
$1.45M 0.28%
+47,440
130
$1.43M 0.27%
+59,811
131
$1.43M 0.27%
7,122
+136
132
$1.27M 0.24%
7,820
-660
133
$1.27M 0.24%
+22,175
134
$1.24M 0.24%
+3,672
135
$1.16M 0.22%
+6,378
136
$993K 0.19%
+22,175
137
$990K 0.19%
+50,552
138
$988K 0.19%
+7,773
139
$982K 0.19%
+26,081
140
$975K 0.19%
+1,575
141
$964K 0.18%
+25,994
142
$916K 0.18%
+73,526
143
$896K 0.17%
+34,419
144
$848K 0.16%
+14,549
145
$825K 0.16%
+10,967
146
$808K 0.15%
+37,008
147
$766K 0.15%
+19,149
148
$762K 0.15%
+18,476
149
$754K 0.14%
+5,590
150
$739K 0.14%
+4,981
4 5
6
7 8