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
$8.83B
AUM Growth
+$1.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,874
New
Increased
Reduced
Closed

Top Buys

1
+$64.9M
2
+$36.6M
3
+$35.6M
4
AMZN icon
Amazon
AMZN
+$32.6M
5
ELV icon
Elevance Health
ELV
+$29M

Top Sells

1
+$31.3M
2
+$17.6M
3
+$15.7M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$13.4M
5
NRG icon
NRG Energy
NRG
+$13.1M

Sector Composition

1 Technology 18.89%
2 Financials 12.54%
3 Consumer Discretionary 11.06%
4 Industrials 10.48%
5 Energy 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$9.17M 0.1%
323,437
+1,307
227
$9.14M 0.1%
616,253
+41,634
228
$9.13M 0.1%
145,432
+11,728
229
$9.13M 0.1%
60,319
+42,943
230
$9.1M 0.1%
46,865
+12,363
231
$9.04M 0.1%
40,580
+18,926
232
$9.01M 0.1%
250,785
-55,477
233
$8.96M 0.1%
156,920
-28,202
234
$8.95M 0.1%
251,424
-5,036
235
$8.93M 0.1%
247,730
-9,684
236
$8.93M 0.1%
26,263
+2,234
237
$8.9M 0.1%
86,462
-44,708
238
$8.89M 0.1%
37,526
+35,246
239
$8.87M 0.1%
8,531
+5,680
240
$8.85M 0.1%
272,845
+5,395
241
$8.83M 0.1%
129,592
-9,190
242
$8.79M 0.1%
61,703
+54,891
243
$8.68M 0.1%
401,549
+71,295
244
$8.66M 0.1%
35,633
+31,676
245
$8.63M 0.1%
278,414
+35,453
246
$8.63M 0.1%
325,394
247
$8.62M 0.1%
22,270
+2,615
248
$8.55M 0.1%
223,342
+28,131
249
$8.52M 0.1%
202,765
-51,827
250
$8.51M 0.1%
30,417
+26,021
8 9
10
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