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
276
$7.94M 0.09%
27,210
-2,433
277
$7.89M 0.09%
250,431
+24,650
278
$7.88M 0.09%
64,947
+26,041
279
$7.85M 0.09%
40,087
+33,431
280
$7.85M 0.09%
64,835
+49,010
281
$7.82M 0.09%
446,063
+122,548
282
$7.8M 0.09%
321,492
+6,391
283
$7.8M 0.09%
226,430
-3,343
284
$7.8M 0.09%
85,758
-4,231
285
$7.79M 0.09%
65,521
-3,145
286
$7.79M 0.09%
265,979
-18,576
287
$7.78M 0.09%
57,349
-12,148
288
$7.74M 0.09%
169,155
-3,235
289
$7.74M 0.09%
94,514
+75,951
290
$7.74M 0.09%
110,193
+3,160
291
$7.74M 0.09%
167,978
-2,170
292
$7.7M 0.09%
184,324
+809
293
$7.7M 0.09%
335,335
+6,280
294
$7.69M 0.09%
15,382
+2,478
295
$7.69M 0.09%
30,647
+9,821
296
$7.68M 0.09%
141,324
-29,788
297
$7.67M 0.09%
178,431
+3,505
298
$7.66M 0.09%
259,671
+252,580
299
$7.64M 0.09%
459,088
-49,333
300
$7.64M 0.09%
110,801
-100,683
10 11
12
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