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
251
$8.5M 0.1%
+157,157
252
$8.48M 0.1%
132,569
-53,320
253
$8.47M 0.1%
85,978
+79,021
254
$8.44M 0.1%
555,992
-57,809
255
$8.37M 0.09%
37,403
+30,500
256
$8.36M 0.09%
256,484
+22,081
257
$8.33M 0.09%
116,088
+25,112
258
$8.29M 0.09%
54,478
+5,477
259
$8.29M 0.09%
99,698
+13,697
260
$8.27M 0.09%
1,532,050
+1,436,292
261
$8.26M 0.09%
264,108
+5,211
262
$8.26M 0.09%
26,363
-5,971
263
$8.24M 0.09%
260,366
-45,504
264
$8.22M 0.09%
28,447
+19,101
265
$8.21M 0.09%
130,613
+4,886
266
$8.2M 0.09%
76,359
-14,406
267
$8.12M 0.09%
+19,800
268
$8.12M 0.09%
182,424
-62,308
269
$8.11M 0.09%
610,041
+32,035
270
$8.1M 0.09%
25,081
+6,213
271
$8.09M 0.09%
35,576
+25,265
272
$8.04M 0.09%
198,509
+13,230
273
$8.04M 0.09%
76,384
-32,429
274
$8M 0.09%
100,456
-7,584
275
$7.94M 0.09%
48,585
+15,948
9 10
11
12 13