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
276
$8.73M 0.09%
40,694
+607
277
$8.73M 0.09%
203,973
+5,464
278
$8.68M 0.09%
26,824
+461
279
$8.67M 0.09%
91,039
-50,674
280
$8.66M 0.09%
121,281
-40,944
281
$8.64M 0.09%
67,377
+2,542
282
$8.63M 0.09%
481,408
+455,454
283
$8.6M 0.09%
103,094
+97,286
284
$8.59M 0.09%
791,730
+746,756
285
$8.53M 0.09%
135,882
+102,302
286
$8.5M 0.09%
244,915
-27,930
287
$8.5M 0.09%
+655,335
288
$8.49M 0.09%
215,124
-11,306
289
$8.49M 0.09%
255,734
+5,303
290
$8.47M 0.09%
466,676
+22,897
291
$8.44M 0.09%
249,972
+65,308
292
$8.44M 0.09%
8,837
+483
293
$8.43M 0.09%
56,351
+51,052
294
$8.42M 0.09%
45,031
-10,681
295
$8.39M 0.08%
121,267
-9,346
296
$8.38M 0.08%
86,810
-5,877
297
$8.37M 0.08%
+145,586
298
$8.29M 0.08%
97,879
+23,026
299
$8.27M 0.08%
183,149
+4,718
300
$8.24M 0.08%
385,442
+39,097
10 11
12
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