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
$258M
AUM Growth
-$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Sells

1 +$8.22M
2 +$6.41M
3 +$6.4M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$4.97M
5
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$4.9M

Sector Composition

1 Healthcare 16.97%
2 Technology 14.65%
3 Consumer Discretionary 10.41%
4 Industrials 9.16%
5 Communication Services 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-22,925
152
-9,090
153
-29,567
154
-74,112
155
-2,220
156
-3,726
157
-9,816
158
-19,997
159
-18,024
160
-52,409
161
-100,766
162
-48,360
163
-55,245
164
-102,922
165
-53,315
166
-7,995
167
-20,296
168
-52,186
169
-4,142
170
-60,080
171
-27,090
172
-65,808
173
-11,492
174
-203,393
175
-67,133