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
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$2.03M

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
132
$1.27M 0.24%
7,820
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
3 4 5
6
7