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
151
$728K 0.14%
2,562
152
$723K 0.14%
7,218
153
$723K 0.14%
2,025
154
$699K 0.13%
3,196
155
$688K 0.13%
8,143
156
$514K 0.1%
5,948
157
$494K 0.09%
6,399
158
$479K 0.09%
2,265
159
$477K 0.09%
5,727
160
$457K 0.09%
27,280
161
$443K 0.08%
3,131
162
$433K 0.08%
10,634