EF

Empowered Funds Portfolio holdings

AUM $15.7B
1-Year Est. Return 34.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.9B
AUM Growth
+$1.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,971
New
Increased
Reduced
Closed

Top Buys

1
+$74.5M
2
+$46.1M
3
+$39M
4
AAPL icon
Apple
AAPL
+$33.4M
5
LRCX icon
Lam Research
LRCX
+$30.8M

Top Sells

1
+$115M
2
+$109M
3
+$99.9M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$69.2M
5
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$52.1M

Sector Composition

1 Technology 22%
2 Financials 14.22%
3 Consumer Discretionary 11.33%
4 Industrials 10.31%
5 Energy 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$9.94M 0.1%
938,479
+305,176
227
$9.87M 0.1%
65,406
+14,112
228
$9.86M 0.1%
171,592
-10,832
229
$9.84M 0.1%
136,468
+10,111
230
$9.78M 0.1%
81,593
+17,757
231
$9.75M 0.1%
311,891
+33,477
232
$9.71M 0.1%
52,660
+47,283
233
$9.7M 0.1%
19,745
+1,690
234
$9.62M 0.1%
172,433
+15,513
235
$9.61M 0.1%
645,991
+35,950
236
$9.59M 0.1%
44,152
-46,292
237
$9.58M 0.1%
999,041
-214,056
238
$9.57M 0.1%
33,890
+18,273
239
$9.53M 0.1%
40,004
+4,371
240
$9.53M 0.1%
46,409
+5,829
241
$9.47M 0.1%
491,360
+45,297
242
$9.46M 0.1%
9,929
+1,398
243
$9.44M 0.1%
+143,190
244
$9.41M 0.1%
617,331
+1,078
245
$9.4M 0.09%
41,663
+4,260
246
$9.4M 0.09%
19,372
+4,766
247
$9.33M 0.09%
113,754
+90,250
248
$9.28M 0.09%
123,537
+88,401
249
$9.27M 0.09%
146,338
+14,611
250
$9.26M 0.09%
50,325
+15,090
8 9
10
11 12