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
251
$9.25M 0.09%
511,174
-38,693
252
$9.24M 0.09%
+1,235,915
253
$9.21M 0.09%
54,803
+7,938
254
$9.19M 0.09%
1,753,730
+221,680
255
$9.17M 0.09%
17,837
-2,554
256
$9.16M 0.09%
329,886
-74,957
257
$9.14M 0.09%
2,130
-1,433
258
$9.09M 0.09%
13,994
+746
259
$9.08M 0.09%
109,127
+60,423
260
$9.03M 0.09%
364,061
+305,496
261
$8.97M 0.09%
67,486
+61,290
262
$8.96M 0.09%
52,895
-84,476
263
$8.95M 0.09%
+286,988
264
$8.95M 0.09%
354,340
+32,848
265
$8.88M 0.09%
92,064
-8,392
266
$8.88M 0.09%
293,070
+27,091
267
$8.87M 0.09%
+316,441
268
$8.86M 0.09%
+535,473
269
$8.86M 0.09%
+238,129
270
$8.85M 0.09%
93,233
+83,310
271
$8.85M 0.09%
528,547
+42,966
272
$8.85M 0.09%
234,704
+11,362
273
$8.82M 0.09%
339,739
+16,302
274
$8.82M 0.09%
72,013
+7,066
275
$8.76M 0.09%
86,430
-2,764
9 10
11
12 13