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
326
$7.8M 0.08%
173,396
-24,426
327
$7.76M 0.08%
22,754
-4,456
328
$7.75M 0.08%
20,961
+8,470
329
$7.73M 0.08%
18,665
+2,750
330
$7.72M 0.08%
69,768
+8,374
331
$7.68M 0.08%
64,617
+54,657
332
$7.67M 0.08%
106,675
+9,863
333
$7.65M 0.08%
471,097
+202,162
334
$7.62M 0.08%
116,327
+12,050
335
$7.59M 0.08%
150,104
+6,585
336
$7.59M 0.08%
327,737
+34,223
337
$7.57M 0.08%
75,679
+15,546
338
$7.55M 0.08%
129,924
+13,553
339
$7.54M 0.08%
793,506
+306,344
340
$7.53M 0.08%
26,918
-1,529
341
$7.5M 0.08%
11,211
+2,241
342
$7.5M 0.08%
190,838
+68,139
343
$7.5M 0.08%
182,300
+110,826
344
$7.48M 0.08%
200,545
+12,227
345
$7.46M 0.08%
6,397
+1,672
346
$7.46M 0.08%
566,086
+11,666
347
$7.44M 0.08%
215,421
-15,266
348
$7.43M 0.08%
63,072
+2,951
349
$7.42M 0.08%
111,318
+9,322
350
$7.42M 0.08%
45,429
-14,890
12 13
14
15 16