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
301
$8.24M 0.08%
152,096
+142,595
302
$8.21M 0.08%
31,781
+692
303
$8.21M 0.08%
141,601
+15,787
304
$8.19M 0.08%
+43,421
305
$8.17M 0.08%
369,911
+19,921
306
$8.17M 0.08%
+291,478
307
$8.14M 0.08%
934,771
+37,437
308
$8.1M 0.08%
110,760
-2,983
309
$8.1M 0.08%
422,497
+44,362
310
$8.09M 0.08%
19,159
-29,063
311
$8.09M 0.08%
132,675
-125,919
312
$8.09M 0.08%
655,201
+184,149
313
$8.05M 0.08%
272,641
+8,533
314
$8.04M 0.08%
115,133
+34,894
315
$8.03M 0.08%
28,758
+1,057
316
$8.03M 0.08%
+26,558
317
$7.97M 0.08%
122,061
+106,326
318
$7.96M 0.08%
238,128
+24,882
319
$7.95M 0.08%
665,539
+70,087
320
$7.94M 0.08%
33,574
-13,654
321
$7.91M 0.08%
16,608
+2,074
322
$7.87M 0.08%
+360,882
323
$7.85M 0.08%
26,195
+3,178
324
$7.83M 0.08%
43,955
+8,449
325
$7.82M 0.08%
18,351
-13,050
11 12
13
14 15