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
301
$7.64M 0.09%
81,878
+10,899
302
$7.62M 0.09%
137,469
-19,055
303
$7.6M 0.09%
897,334
+13,363
304
$7.57M 0.09%
42,048
+16,975
305
$7.55M 0.09%
346,345
-24,214
306
$7.55M 0.09%
31,089
+27,767
307
$7.5M 0.08%
188,318
+42,118
308
$7.48M 0.08%
60,133
-5,283
309
$7.42M 0.08%
131,727
+71,900
310
$7.42M 0.08%
230,687
-25,475
311
$7.4M 0.08%
270,594
+58,053
312
$7.4M 0.08%
330,260
-10,487
313
$7.37M 0.08%
347,780
+5,867
314
$7.36M 0.08%
443,779
+1,209
315
$7.33M 0.08%
1,002,029
+21,888
316
$7.29M 0.08%
14,534
-4,535
317
$7.24M 0.08%
35,235
+7,605
318
$7.23M 0.08%
197,746
-36,025
319
$7.23M 0.08%
23,017
+20,206
320
$7.18M 0.08%
162,219
+3,158
321
$7.17M 0.08%
378,135
+14,242
322
$7.15M 0.08%
195,168
+79,955
323
$7.12M 0.08%
74,849
+29,368
324
$7.11M 0.08%
165,271
+28,066
325
$7.1M 0.08%
507,620
+10,016
11 12
13
14 15