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
326
$7.09M 0.08%
24,099
-30,574
327
$7.09M 0.08%
13,248
-39,894
328
$7.07M 0.08%
303,248
+15,751
329
$7.06M 0.08%
68,045
+17,881
330
$7.02M 0.08%
14,964
-4,080
331
$7.02M 0.08%
101,996
+46,508
332
$7.02M 0.08%
96,812
+4,947
333
$7M 0.08%
86,665
+2,809
334
$6.98M 0.08%
113,743
-9,561
335
$6.97M 0.08%
485,581
+196,129
336
$6.96M 0.08%
52,203
+17,042
337
$6.95M 0.08%
41,194
+10,607
338
$6.93M 0.08%
125,814
+2,490
339
$6.86M 0.08%
175,322
+9,040
340
$6.83M 0.08%
37,543
-2,622
341
$6.81M 0.08%
27,701
+26,019
342
$6.8M 0.08%
28,864
-2,599
343
$6.78M 0.08%
718,977
-9,289
344
$6.72M 0.08%
293,514
-16,026
345
$6.69M 0.08%
104,277
+3,908
346
$6.67M 0.08%
60,262
-55,678
347
$6.65M 0.08%
253,499
+13,231
348
$6.65M 0.08%
138,275
-70,796
349
$6.63M 0.08%
24,003
-8,985
350
$6.62M 0.07%
36,703
-2,705
12 13
14
15 16